Holistic Planning’s iShares Russell 3000 ETF IWV Stock Holding History

Holistic Planning’s Portfolio IWV Stock Details IWV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$212K	Sell
2025 Q3	$216K	Sell
2025 Q2	$239K	Hold
2025 Q1	$217K	Hold
2024 Q4	$228K	Hold
2024 Q3	$223K	Buy
2024 Q2	$200K	Hold
2024 Q1	$200K	Buy