WR Wealth Planners’s iShares Virtual Work and Life Multisector ETF IWFH Stock Holding History

WR Wealth Planners’s Portfolio IWFH Stock Details IWFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-30	Closed	-$448	–	1218
2024 Q2	$448	Hold	30	–	–	﹤0.01%	1026
2024 Q1	$466	Buy	+30	New	+$455	﹤0.01%	1039
2023 Q4	–	Sell	-30	Closed	-$413	–	904
2023 Q3	$413	Hold	30	–	–	﹤0.01%	865
2023 Q2	$448	Hold	30	–	–	﹤0.01%	851
2023 Q1	$440	Hold	30	–	–	﹤0.01%	864
2022 Q4	$404	Hold	30	–	–	﹤0.01%	453
2022 Q3	$369	Hold	30	–	–	﹤0.01%	454
2022 Q2	$421	Hold	30	–	–	﹤0.01%	480
2022 Q1	$543	Buy	+30	New	+$570	﹤0.01%	476

WR Wealth Planners's IWFH Position: Q3 2024 in Review

WR Wealth Planners sold out of iShares Virtual Work and Life Multisector ETF (IWFH) in Q3 2024, closing a stake of 30 shares — an estimated $448 sold.

WR Wealth Planners first reported a position in IWFH in Q1 2022 and held it in 9 quarters. The position peaked at $543 in Q1 2022. 0 funds tracked by Wall St. Rank hold IWFH as of Q3 2024.

WR Wealth Planners reported no remaining iShares Virtual Work and Life Multisector ETF position as of Q3 2024 after selling out during the quarter.
WR Wealth Planners sold 30 iShares Virtual Work and Life Multisector ETF shares in Q3 2024, an estimated $448.
WR Wealth Planners first reported a position in iShares Virtual Work and Life Multisector ETF in Q1 2022 and held it in 9 quarters.
WR Wealth Planners's iShares Virtual Work and Life Multisector ETF position peaked at $543 in Q1 2022.
0 funds tracked by Wall St. Rank held iShares Virtual Work and Life Multisector ETF as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.