Truepoint Inc’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 | $430K | Sell |
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2025
Q1 | $503K | Buy |
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2024
Q4 | $434K | Sell |
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2024
Q3 | $499K | Hold |
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2024
Q2 | $458K | Hold |
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2024
Q1 | $470K | Hold |
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2023
Q4 | $434K | Hold |
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2023
Q3 | $399K | Hold |
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2023
Q2 | $415K | Buy |
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2023
Q1 | $347K | Sell |
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2022
Q4 | $354K | Sell |
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2022
Q3 | $431K | Sell |
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2022
Q2 | $560K | Sell |
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2022
Q1 | $644K | Hold |
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2021
Q4 | $652K | Hold |
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2021
Q3 | $607K | Sell |
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2021
Q2 | $624K | Sell |
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2021
Q1 | $603K | Sell |
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2020
Q4 | $551K | Buy |
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2020
Q1 | – | Sell |
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2019
Q4 | $546K | Sell |
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2019
Q3 | $640K | Buy |
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2019
Q2 | $634K | Sell |
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2019
Q1 | $624K | Sell |
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2018
Q4 | $571K | Buy |
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2018
Q3 | $643K | Sell |
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2018
Q2 | $628K | Buy |
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2018
Q1 | $6.88K | Sell |
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2017
Q4 | $843K | Buy |
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2017
Q3 | $673K | Sell |
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2017
Q2 | $1.03M | Buy |
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2017
Q1 | $955K | Sell |
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2016
Q4 | $945K | Sell |
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2016
Q3 | $912K | Sell |
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2016
Q2 | $1.16M | Buy |
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2016
Q1 | $858K | Buy |
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2015
Q4 | $610K | Buy |
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2015
Q3 | $339K | Sell |
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2015
Q2 | $502K | Buy |
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2015
Q1 | $355K | Buy |
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2014
Q4 | $297K | Buy |
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2014
Q3 | $284K | Buy |
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