Spirepoint Private Client’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
$303K Hold
2025
Q1
$294K Hold
2024
Q4
$289K Sell
2024
Q3
$322K Hold
2024
Q2
$296K Hold
2024
Q1
$304K Buy