WealthPLAN Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-2,281
Closed -$329K 198
2017
Q2
$329K Buy
+2,281
New +$329K 0.09% 131
2016
Q3
$3.82K Buy
+30
New +$3.82K ﹤0.01% 768