AFCM
Applied Finance Capital 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 | $4.87M | Buy |
25,059
+3,259
| +15% | +$633K | 0.33% | 55 |
|
|
2025
Q1 | $4.1M | Sell |
21,800
-75,285
| -78% | -$14.2M | 0.3% | 57 |
|
|
2024
Q4 | $18M | Buy |
97,085
+86,571
| +823% | +$16M | 0.78% | 52 |
|
|
2024
Q3 | $2M | Buy |
+10,514
| New | +$2M | 0.09% | 67 |
|
|
2024
Q1 | – | Sell |
-27,859
| Closed | -$4.6M | – | 76 |
|
|
2023
Q4 | $4.6M | Buy |
+27,859
| New | +$4.6M | 0.4% | 51 |
|