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PlanWiser Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

PlanWiser Financial’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$292K Hold
1,471
– – 0.25% 41
2025
Q1 		$271K Buy
+1,471
New +$271K 0.25% 43