TritonPoint Wealth’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 | $393K | Sell |
2,025
-263
| -11% | -$51.1K | 0.04% | 241 |
|
|
2025
Q1 | $431K | Sell |
2,288
-278
| -11% | -$52.3K | 0.04% | 229 |
|
|
2024
Q4 | $475K | Buy |
2,566
+327
| +15% | +$60.5K | 0.04% | 212 |
|
|
2024
Q3 | $424K | Sell |
2,239
-393
| -15% | -$74.4K | 0.04% | 227 |
|
|
2024
Q2 | $459K | Sell |
2,632
-21
| -0.8% | -$3.66K | 0.04% | 211 |
|
|
2024
Q1 | $453K | Sell |
2,653
-1,066
| -29% | -$182K | 0.05% | 212 |
|
|
2023
Q4 | $615K | Buy |
+3,719
| New | +$615K | 0.06% | 192 |
|