Planning Directions’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
2025 Q2	–	Sell	-3,973	Closed	-$748K	–	95
2025 Q1	$748K	Buy	+3,973	New	+$748K	0.32%	52