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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$371K	Buy
2024 Q2	$328K	Sell
2024 Q1	$337K	Sell
2023 Q4	$399K	Buy