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

WealthPlan Investment Management’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
2026 Q1	$607K	Buy
2023 Q1	–	Sell
2022 Q4	$515K	Hold
2022 Q3	$495K	Buy
2022 Q1	$503K	Buy