Planned Solutions’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
2024 Q1	–	Sell	-100	Closed	-$16.5K	–	315
2023 Q4	$16.5K	Buy	+100	New	+$16.5K	0.01%	387
2021 Q1	–	Sell	-100	Closed	-$14K	–	235
2020 Q4	$14K	Hold	100	–	–	0.01%	305
2020 Q3	$12K	Buy	+100	New	+$12K	0.01%	247