Sunpointe’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 | $738K | Hold |
3,802
| – | – | 0.29% | 79 |
|
|
2025
Q1 | $715K | Hold |
3,802
| – | – | 0.38% | 57 |
|
|
2024
Q4 | $704K | Hold |
3,802
| – | – | 0.35% | 63 |
|
|
2024
Q3 | $722K | Hold |
3,802
| – | – | 0.59% | 39 |
|
|
2024
Q2 | $663K | Hold |
3,802
| – | – | 0.43% | 46 |
|
|
2024
Q1 | $681K | Sell |
3,802
-150
| -4% | -$26.9K | 0.76% | 31 |
|
|
2023
Q4 | $653K | Buy |
+3,952
| New | +$653K | 0.83% | 30 |
|