TPI
Trust Point Inc’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Sell |
3,930
-20
| -0.5% | -$3.89K | 0.07% | 130 |
|
|
2025
Q1 | $743K | Hold |
3,950
| – | – | 0.07% | 153 |
|
|
2024
Q4 | $731K | Sell |
3,950
-963
| -20% | -$178K | 0.05% | 213 |
|
|
2024
Q3 | $932K | Buy |
4,913
+2,276
| +86% | +$432K | 0.07% | 178 |
|
|
2024
Q2 | $460K | Sell |
2,637
-22
| -0.8% | -$3.84K | 0.04% | 276 |
|
|
2024
Q1 | $476K | Hold |
2,659
| – | – | 0.04% | 297 |
|
|
2023
Q4 | $439K | Buy |
+2,659
| New | +$439K | 0.04% | 306 |
|