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XY Planning Network’s iShares Russell 3000 ETF IWV Stock Holding History

XY Planning Network’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.02M Buy
8,613
+2,478
+40% +$870K 1.03% 30
2025
Q1 		$1.95M Sell
6,135
-271
-4% -$86.1K 1.3% 24
2024
Q4 		$2.14M Buy
+6,406
New +$2.14M 1.61% 18