WealthPlan Investment Management’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
2023 Q1	–	Sell	-3,215	Closed	-$515K	–	505
2022 Q4	$515K	Hold	3,215	–	–	0.04%	250
2022 Q3	$495K	Buy	+3,215	New	+$495K	0.04%	246
2022 Q1	$503K	Buy	+3,215	New	+$503K	0.03%	248