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

Inscription Capital’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 Q3	$350K	Buy
2025 Q2	$333K	Buy
2025 Q1	$271K	Buy
2024 Q3	$288K	Hold
2024 Q2	$265K	Buy
2024 Q1	$271K	Buy
2021 Q3	–	Sell
2021 Q2	$326K	Buy
2019 Q2	–	Sell
2019 Q1	$7K	Hold
2018 Q4	$6K	Buy