BluePointe Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

BluePointe Capital Management’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$4.45M	Buy	23,649 +8,477	+56%	+$1.61M	1.7%	17
2024 Q4	$2.81M	Buy	15,172 +4,742	+45%	+$910K	1.61%	18
2024 Q3	$1.98M	Buy	10,430 +622	+6%	+$113K	1.28%	24
2024 Q2	$1.71M	Buy	9,808 +1,083	+12%	+$189K	1.15%	28
2024 Q1	$1.56M	Hold	8,725	–	–	1.07%	30
2023 Q4	$1.44M	Buy	+8,725	New	+$1.35M	1.09%	29

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

BluePointe Capital Management's IWD Position: Q1 2025 in Review

BluePointe Capital Management increased its iShares Russell 1000 Value ETF (IWD) stake by 56% in Q1 2025, buying an estimated $1.61M and bringing the position to 23,649 shares worth $4.45M. The position accounts for 1.7% of the portfolio, ranked #17.

BluePointe Capital Management first reported a position in IWD in Q4 2023 and has held it in 6 quarters since. 1,718 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

BluePointe Capital Management held 23,649 shares of iShares Russell 1000 Value ETF worth $4.45M as of Q1 2025.
BluePointe Capital Management bought 8,477 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $1.61M.
iShares Russell 1000 Value ETF made up 1.7% of BluePointe Capital Management's portfolio in Q1 2025, its #17 holding.
BluePointe Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 6 quarters since.
1,718 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on BluePointe Capital Management's 13F filing for Q1 2025, filed 2 May 2025.