Financial Planners of Cleveland’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,924
Closed -$485K 22
2022
Q1
$485K Sell
2,924
-3,416
-54% -$567K 0.2% 37
2021
Q4
$1.08M Buy
+6,340
New +$1.08M 0.44% 21