Stone Point Wealth LLC Ishares Russell 1000 Val ETF Transaction History

Stone Point Wealth LLC

$318 Million
Q2 2025

A detailed history of Stone Point Wealth LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 1,177 shares of IWD stock, worth $230,291. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,177

Previous 1,459 19.33%

Holding current value

$230,291

Previous $274,000 16.79%

% of portfolio

0.07%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$166.82 - $194.23 $47,043 - $54,772	-282 Reduced 19.33%	1,177 $228,000
Q1 2025 Apr 24, 2025	SELL	$182.82 - $196.21 $58,685 - $62,983	-321 Reduced 18.03%	1,459 $274,000
Q4 2024 Jan 28, 2025	SELL	$183.23 - $199.79 $4,214 - $4,595	-23 Reduced 1.28%	1,780 $329,000
Q3 2024 Oct 31, 2024	SELL	$173.36 - $189.8 $4,160 - $4,555	-24 Reduced 1.31%	1,803 $342,000
Q2 2023 Jul 25, 2023	BUY	$148.55 - $157.83 $271,400 - $288,355	1,827 New	1,827 $288,000
Q2 2022 Jul 19, 2022	SELL	$140.99 - $168.41 $178,352 - $213,038	-1,265 Closed	0 $0
Q1 2022 Apr 29, 2022	SELL	$157.15 - $170.51 $73,860 - $80,139	-470 Reduced 27.09%	1,265 $211,000
Q4 2021 Feb 10, 2022	BUY	$157.12 - $168.08 $272,603 - $291,618	1,735 New	1,735 $290,000

Others Institutions Holding IWD

# of Institutions

1,931

Shares Held

275M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Stone Point Wealth LLC Ishares Russell 1000 Val ETF Transaction History