Fort Point Capital Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $428K | Buy |
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|
2018
Q3 | $476K | Buy |
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|
2018
Q2 | $428K | Sell |
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|
2018
Q1 | $488K | Buy |
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|
2017
Q4 | $444K | Hold |
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|
2017
Q3 | $423K | Hold |
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|
2017
Q2 | $416K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $210K | Sell |
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|
2016
Q3 | $362K | Hold |
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|
2016
Q2 | $354K | Buy |
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|
2016
Q1 | $280K | Sell |
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|
2015
Q4 | $312K | Buy |
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|
2015
Q3 | $233K | Buy |
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|
2015
Q2 | $239K | Sell |
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|
2015
Q1 | $295K | Buy |
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|
2014
Q4 | $260K | Buy |
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|
2014
Q3 | $248K | Sell |
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|
2014
Q2 | $308K | Buy |
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|
2014
Q1 | $220K | Hold |
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|
2013
Q4 | $215K | Buy |
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