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Lakeshore Financial Planning’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lakeshore Financial Planning’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,318
Closed -$230K – 75
2024
Q2 		$230K Hold
1,318
– – 0.11% 57
2024
Q1 		$236K Hold
1,318
– – 0.12% 57
2023
Q4 		$218K Buy
+1,318
New +$218K 0.12% 53