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

Planning Alternatives’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

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