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

Planning Alternatives’s Portfolio IWD Stock Details IWD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$280K	Hold
2025 Q2	$267K	Hold
2025 Q1	$258K	Hold
2024 Q4	$254K	Hold
2024 Q3	$261K	Buy
2016 Q2	–	Sell
2016 Q1	$200K	Buy