Stone Point Wealth LLC Ishares Russell 1000 Val ETF Transaction History

Stone Point Wealth LLC

$347 Million
Q3 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 1,086 shares of IWD stock, worth $222,401. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,086

Previous 1,177 7.73%

Holding current value

$222,401

Previous $228,000 3.07%

% of portfolio

0.06%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$192.76 - $203.86 $17,541 - $18,551	-91 Reduced 7.73%	1,086 $221,000
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

1,993

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

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