Sterling Financial Planning’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
2021 Q4	–	Sell	-368	Closed	-$58K	–	242
2021 Q3	$58K	Buy	368 +1	+0.3%	+$158	0.04%	169
2021 Q2	$58K	Buy	367 +1	+0.3%	+$158	0.04%	158
2021 Q1	$55K	Sell	366 -137	-27%	-$20.6K	0.04%	146
2020 Q4	$69K	Buy	+503	New	+$69K	0.06%	121