SPC
Spirepoint Private Client’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Hold |
1,561
| – | – | 0.03% | 193 |
|
|
2025
Q1 | $294K | Hold |
1,561
| – | – | 0.04% | 175 |
|
|
2024
Q4 | $289K | Sell |
1,561
-134
| -8% | -$24.8K | 0.04% | 178 |
|
|
2024
Q3 | $322K | Hold |
1,695
| – | – | 0.04% | 169 |
|
|
2024
Q2 | $296K | Hold |
1,695
| – | – | 0.04% | 180 |
|
|
2024
Q1 | $304K | Buy |
+1,695
| New | +$304K | 0.05% | 167 |
|