American Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.04M Sell
2025
Q2
$2.64M Sell
2025
Q1
$5.28M Buy
2024
Q4
$2.67M Buy
2024
Q3
$368K Sell
2024
Q2
$733K Buy
2024
Q1
$383K Sell
2023
Q4
$467K Buy
2023
Q3
$364K Sell
2023
Q2
$502K Sell
2023
Q1
$645K Sell
2022
Q4
$678K Buy
2022
Q3
$563K Sell
2022
Q2
$852K Buy
2022
Q1
$603K Sell
2021
Q4
$960K Buy