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Planning Directions’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Planning Directions’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$239K Sell
1,811
-623
-26% -$82.3K 0.13% 73
2025
Q1 		$307K Buy
+2,434
New +$307K 0.13% 96