TPI
Trust Point Inc’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Sell |
56,664
-3,656
| -6% | -$1.24M | 1.81% | 7 |
|
|
2025
Q1 | $18.5M | Hold |
60,320
| – | – | 1.69% | 7 |
|
|
2024
Q4 | $19.4M | Hold |
60,320
| – | – | 1.35% | 10 |
|
|
2024
Q3 | $19M | Hold |
60,320
| – | – | 1.42% | 9 |
|
|
2024
Q2 | $17.9M | Sell |
60,320
-83
| -0.1% | -$24.7K | 1.44% | 10 |
|
|
2024
Q1 | $17.4M | Sell |
60,403
-732
| -1% | -$211K | 1.37% | 10 |
|
|
2023
Q4 | $16M | Buy |
+61,135
| New | +$16M | 1.33% | 10 |
|