WealthPLAN Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $579K | Hold |
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|
2025
Q2 | $552K | Hold |
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|
2025
Q1 | $535K | Hold |
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|
2024
Q4 | $526K | Hold |
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|
2024
Q3 | $539K | Hold |
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|
2024
Q2 | $496K | Hold |
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|
2024
Q1 | $509K | Hold |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $444K | Sell |
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|
2023
Q2 | $507K | Hold |
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|
2023
Q1 | $490K | Hold |
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|
2022
Q4 | $513K | Buy |
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|
2022
Q1 | $503K | Hold |
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|
2021
Q4 | $527K | Hold |
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|
2021
Q3 | $528K | Buy |
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