Twelve Points Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Twelve Points Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$216K	Sell
2025 Q2	$207K	Hold
2025 Q1	$201K	Buy
2024 Q4	–	Sell
2024 Q3	$202K	Buy