BluePointe Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $4.45M | Buy |
23,649
+8,477
| +56% | +$1.6M | 1.7% | 17 |
|
2024
Q4 | $2.81M | Buy |
15,172
+4,742
| +45% | +$878K | 1.61% | 18 |
|
2024
Q3 | $1.98M | Buy |
10,430
+622
| +6% | +$118K | 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 | +$1.44M | 1.09% | 29 |
|