AIFAIM
American Institute for Advanced 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 | $6.54M | Buy |
33,693
+398
| +1% | +$77.3K | 4.63% | 2 |
|
|
2025
Q1 | $6.26M | Buy |
33,295
+475
| +1% | +$89.4K | 4.78% | 2 |
|
|
2024
Q4 | $6.08M | Sell |
32,820
-734
| -2% | -$136K | 4.53% | 3 |
|
|
2024
Q3 | $6.37M | Sell |
33,554
-402
| -1% | -$76.3K | 4.56% | 2 |
|
|
2024
Q2 | $5.92M | Sell |
33,956
-55
| -0.2% | -$9.6K | 4.54% | 2 |
|
|
2024
Q1 | $6.09M | Sell |
34,011
-136
| -0.4% | -$24.4K | 4.82% | 2 |
|
|
2023
Q4 | $5.64M | Buy |
34,147
+76
| +0.2% | +$12.6K | 4.98% | 2 |
|
|
2023
Q3 | $5.17M | Buy |
34,071
+923
| +3% | +$140K | 4.79% | 2 |
|
|
2023
Q2 | $5.23M | Buy |
33,148
+1,343
| +4% | +$212K | 4.58% | 4 |
|
|
2023
Q1 | $4.84M | Sell |
31,805
-1,879
| -6% | -$286K | 5.16% | 3 |
|
|
2022
Q4 | $5.11M | Sell |
33,684
-604
| -2% | -$91.6K | 4.67% | 3 |
|
|
2022
Q3 | $4.66M | Buy |
34,288
+910
| +3% | +$124K | 4.36% | 3 |
|
|
2022
Q2 | $4.84M | Sell |
33,378
-279
| -0.8% | -$40.4K | 4.24% | 3 |
|
|
2022
Q1 | $5.59M | Buy |
33,657
+1,536
| +5% | +$255K | 4.05% | 3 |
|
|
2021
Q4 | $5.39M | Sell |
32,121
-674
| -2% | -$113K | 3.63% | 4 |
|
|
2021
Q3 | $5.13M | Buy |
32,795
+1,339
| +4% | +$210K | 3.64% | 3 |
|
|
2021
Q2 | $4.99M | Buy |
31,456
+1,491
| +5% | +$237K | 3.52% | 3 |
|
|
2021
Q1 | $4.54M | Buy |
29,965
+4,226
| +16% | +$640K | 3.47% | 5 |
|
|
2020
Q4 | $3.52M | Buy |
25,739
+2,774
| +12% | +$379K | 2.83% | 6 |
|
|
2020
Q3 | $2.71M | Buy |
22,965
+1,387
| +6% | +$164K | 2.44% | 9 |
|
|
2020
Q2 | $2.43M | Sell |
21,578
-1,945
| -8% | -$219K | 2.29% | 12 |
|
|
2020
Q1 | $2.33M | Buy |
23,523
+170
| +0.7% | +$16.9K | 2.53% | 11 |
|
|
2019
Q4 | $3.19M | Buy |
+23,353
| New | +$3.19M | 3.08% | 6 |
|