AIM
Acropolis Investment Management’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 | $3.82M | Sell |
19,692
-80
| -0.4% | -$15.5K | 0.21% | 44 |
|
|
2025
Q1 | $3.72M | Sell |
19,772
-220
| -1% | -$41.4K | 0.22% | 43 |
|
|
2024
Q4 | $3.7M | Sell |
19,992
-58
| -0.3% | -$10.7K | 0.22% | 44 |
|
|
2024
Q3 | $3.81M | Hold |
20,050
| – | – | 0.23% | 41 |
|
|
2024
Q2 | $3.5M | Sell |
20,050
-130
| -0.6% | -$22.7K | 0.22% | 45 |
|
|
2024
Q1 | $3.61M | Sell |
20,180
-1,310
| -6% | -$235K | 0.24% | 43 |
|
|
2023
Q4 | $3.55M | Sell |
21,490
-470
| -2% | -$77.7K | 0.25% | 40 |
|
|
2023
Q3 | $3.33M | Sell |
21,960
-456
| -2% | -$69.2K | 0.26% | 41 |
|
|
2023
Q2 | $3.54M | Sell |
22,416
-55
| -0.2% | -$8.68K | 0.28% | 39 |
|
|
2023
Q1 | $3.42M | Hold |
22,471
| – | – | 0.28% | 42 |
|
|
2022
Q4 | $3.41M | Buy |
22,471
+85
| +0.4% | +$12.9K | 0.31% | 36 |
|
|
2022
Q3 | $3.04M | Sell |
22,386
-227
| -1% | -$30.9K | 0.31% | 36 |
|
|
2022
Q2 | $3.28M | Sell |
22,613
-1,000
| -4% | -$145K | 0.32% | 35 |
|
|
2022
Q1 | $3.92M | Buy |
23,613
+150
| +0.6% | +$24.9K | 0.36% | 33 |
|
|
2021
Q4 | $3.94M | Hold |
23,463
| – | – | 0.35% | 29 |
|
|
2021
Q3 | $3.66M | Hold |
23,463
| – | – | 0.44% | 27 |
|
|
2021
Q2 | $3.72M | Buy |
23,463
+212
| +0.9% | +$33.6K | 0.36% | 27 |
|
|
2021
Q1 | $3.52M | Sell |
23,251
-80
| -0.3% | -$12.1K | 0.36% | 27 |
|
|
2020
Q4 | $3.19M | Buy |
23,331
+815
| +4% | +$111K | 0.35% | 27 |
|
|
2020
Q3 | $2.66M | Buy |
22,516
+386
| +2% | +$45.6K | 0.33% | 32 |
|
|
2020
Q2 | $2.49M | Hold |
22,130
| – | – | 0.33% | 31 |
|
|
2020
Q1 | $2.2M | Sell |
22,130
-1,084
| -5% | -$108K | 0.34% | 30 |
|
|
2019
Q4 | $3.15M | Sell |
23,214
-585
| -2% | -$79.3K | 0.44% | 25 |
|
|
2019
Q3 | $3.05M | Sell |
23,799
-65
| -0.3% | -$8.34K | 0.44% | 24 |
|
|
2019
Q2 | $3.04M | Buy |
23,864
+586
| +3% | +$74.6K | 0.46% | 23 |
|
|
2019
Q1 | $2.88M | Sell |
23,278
-896
| -4% | -$111K | 0.45% | 24 |
|
|
2018
Q4 | $2.69M | Sell |
24,174
-471
| -2% | -$52.3K | 0.47% | 24 |
|
|
2018
Q3 | $3.12M | Buy |
24,645
+146
| +0.6% | +$18.5K | 0.5% | 21 |
|
|
2018
Q2 | $2.97M | Sell |
24,499
-120
| -0.5% | -$14.6K | 0.49% | 20 |
|
|
2018
Q1 | $2.95M | Sell |
24,619
-105
| -0.4% | -$12.6K | 0.48% | 21 |
|
|
2017
Q4 | $3.07M | Buy |
24,724
+660
| +3% | +$82.1K | 0.47% | 21 |
|
|
2017
Q3 | $2.85M | Sell |
24,064
-340
| -1% | -$40.3K | 0.47% | 21 |
|
|
2017
Q2 | $2.84M | Sell |
24,404
-89
| -0.4% | -$10.4K | 0.48% | 22 |
|
|
2017
Q1 | $2.82M | Sell |
24,493
-30
| -0.1% | -$3.45K | 0.49% | 22 |
|
|
2016
Q4 | $2.75M | Sell |
24,523
-735
| -3% | -$82.3K | 0.51% | 23 |
|
|
2016
Q3 | $2.67M | Sell |
25,258
-162
| -0.6% | -$17.1K | 0.49% | 24 |
|
|
2016
Q2 | $2.62M | Sell |
25,420
-533
| -2% | -$55K | 0.5% | 26 |
|
|
2016
Q1 | $2.56M | Sell |
25,953
-235
| -0.9% | -$23.2K | 0.49% | 25 |
|
|
2015
Q4 | $2.56M | Sell |
26,188
-490
| -2% | -$48K | 0.51% | 23 |
|
|
2015
Q3 | $2.49M | Hold |
26,678
| – | – | 0.51% | 22 |
|
|
2015
Q2 | $2.75M | Sell |
26,678
-40
| -0.1% | -$4.13K | 0.54% | 24 |
|
|
2015
Q1 | $2.75M | Sell |
26,718
-1,122
| -4% | -$116K | 0.51% | 26 |
|
|
2014
Q4 | $2.91M | Sell |
27,840
-1,797
| -6% | -$188K | 0.56% | 26 |
|
|
2014
Q3 | $2.97M | Sell |
29,637
-1,240
| -4% | -$124K | 0.59% | 24 |
|
|
2014
Q2 | $3.13M | Sell |
30,877
-480
| -2% | -$48.6K | 0.63% | 24 |
|
|
2014
Q1 | $3.03M | Sell |
31,357
-2,030
| -6% | -$196K | 0.62% | 25 |
|
|
2013
Q4 | $3.14M | Sell |
33,387
-3,630
| -10% | -$342K | 0.68% | 23 |
|
|
2013
Q3 | $3.19M | Sell |
37,017
-4,935
| -12% | -$425K | 0.67% | 22 |
|
|
2013
Q2 | $3.52M | Buy |
+41,952
| New | +$3.52M | 0.76% | 23 |
|