Clear Point Advisors’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
2024 Q4	–	Sell	-304	Closed	-$57.7K	–	326
2024 Q3	$57.7K	Buy	304 +1	+0.3%	+$190	0.04%	188
2024 Q2	$52.8K	Buy	303 +2	+0.7%	+$349	0.04%	187
2024 Q1	$54K	Buy	301 +1	+0.3%	+$179	0.04%	195
2023 Q4	$49.6K	Buy	+300	New	+$49.6K	0.04%	190