CAG
IWD icon

Centerpoint Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Centerpoint Advisory Group’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.85M Sell
9,537
-1,443
-13% -$280K 1.61% 22
2025
Q1 		$2.07M Buy
10,980
+325
+3% +$61.2K 2.03% 17
2024
Q4 		$1.97M Buy
+10,655
New +$1.97M 1.91% 18