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Planning Capital Management Corporation’s iShares Russell 1000 Value ETF IWD Stock Holding History

Planning Capital Management Corporation’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 		$371K Buy
1,954
+76
+4% +$14.4K 0.25% 61
2024
Q2 		$328K Sell
1,878
-1
-0.1% -$174 0.23% 67
2024
Q1 		$337K Sell
1,879
-538
-22% -$96.4K 0.25% 58
2023
Q4 		$399K Buy
+2,417
New +$399K 0.31% 52