Total Wealth Planning’s iShares Russell 1000 Value ETF IWD Stock Holding History

Total Wealth Planning’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
2025 Q3	$6.29M	Buy
2025 Q2	$4.62M	Buy
2025 Q1	$308K	Hold
2024 Q4	$303K	Hold
2024 Q3	$310K	Hold
2024 Q2	$298K	Hold
2024 Q1	$293K	Hold
2023 Q4	$270K	Buy
2022 Q2	–	Sell
2022 Q1	$248K	Buy