TritonPoint Wealth’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
Q3
$362K Sell
2025
Q2
$393K Sell
2025
Q1
$431K Sell
2024
Q4
$475K Buy
2024
Q3
$424K Sell
2024
Q2
$459K Sell
2024
Q1
$453K Sell
2023
Q4
$615K Buy