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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$207K Hold
1,066
– – 0.06% 180
2025
Q1 		$201K Buy
+1,066
New +$201K 0.05% 167
2024
Q4 		– Sell
-1,066
Closed -$202K – 181
2024
Q3 		$202K Buy
+1,066
New +$202K 0.06% 173