Riverpoint Wealth Management Holdings’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
Q2 | $454K | Hold |
2,340
| – | – | 0.11% | 45 |
|
|
2025
Q1 | $440K | Sell |
2,340
-13
| -0.6% | -$2.45K | 0.11% | 45 |
|
|
2024
Q4 | $436K | Hold |
2,353
| – | – | 0.11% | 44 |
|
|
2024
Q3 | $447K | Buy |
2,353
+13
| +0.6% | +$2.47K | 0.11% | 42 |
|
|
2024
Q2 | $408K | Hold |
2,340
| – | – | 0.11% | 41 |
|
|
2024
Q1 | $419K | Hold |
2,340
| – | – | 0.12% | 40 |
|
|
2023
Q4 | $387K | Hold |
2,340
| – | – | 0.11% | 39 |
|
|
2023
Q3 | $355K | Hold |
2,340
| – | – | 0.12% | 39 |
|
|
2023
Q2 | $369K | Hold |
2,340
| – | – | 0.12% | 38 |
|
|
2023
Q1 | $356K | Hold |
2,340
| – | – | 0.12% | 37 |
|
|
2022
Q4 | $355K | Hold |
2,340
| – | – | 0.13% | 37 |
|
|
2022
Q3 | $318K | Buy |
+2,340
| New | +$318K | 0.14% | 37 |
|