WealthPlan Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$722K	Buy	+2,125	New	+$722K	0.05%	201
2023 Q1	–	Sell	-1,542	Closed	-$351K	–	504
2022 Q4	$351K	Hold	1,542	–	–	0.02%	292
2022 Q3	$333K	Buy	+1,542	New	+$333K	0.02%	290
2022 Q1	$351K	Buy	+1,542	New	+$351K	0.02%	297