Boston Trust Walden’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Hold |
14,638
| – | – | 0.02% | 238 |
|
|
2025
Q1 | $2.75M | Hold |
14,638
| – | – | 0.02% | 237 |
|
|
2024
Q4 | $2.71M | Sell |
14,638
-211
| -1% | -$39.1K | 0.02% | 241 |
|
|
2024
Q3 | $2.82M | Hold |
14,849
| – | – | 0.02% | 241 |
|
|
2024
Q2 | $2.59M | Hold |
14,849
| – | – | 0.02% | 238 |
|
|
2024
Q1 | $2.66M | Hold |
14,849
| – | – | 0.02% | 238 |
|
|
2023
Q4 | $2.45M | Hold |
14,849
| – | – | 0.02% | 238 |
|
|
2023
Q3 | $2.25M | Hold |
14,849
| – | – | 0.02% | 241 |
|
|
2023
Q2 | $2.34M | Hold |
14,849
| – | – | 0.02% | 243 |
|
|
2023
Q1 | $2.26M | Sell |
14,849
-875
| -6% | -$133K | 0.02% | 245 |
|
|
2022
Q4 | $2.38M | Buy |
15,724
+7,992
| +103% | +$1.21M | 0.02% | 247 |
|
|
2022
Q3 | $1.05M | Hold |
7,732
| – | – | 0.01% | 271 |
|
|
2022
Q2 | $1.12M | Hold |
7,732
| – | – | 0.01% | 266 |
|
|
2022
Q1 | $1.28M | Sell |
7,732
-115
| -1% | -$19.1K | 0.01% | 271 |
|
|
2021
Q4 | $1.32M | Hold |
7,847
| – | – | 0.01% | 274 |
|
|
2021
Q3 | $1.23M | Hold |
7,847
| – | – | 0.01% | 271 |
|
|
2021
Q2 | $1.25M | Buy |
7,847
+1,675
| +27% | +$266K | 0.01% | 276 |
|
|
2021
Q1 | $935K | Hold |
6,172
| – | – | 0.01% | 285 |
|
|
2020
Q4 | $844K | Sell |
6,172
-90
| -1% | -$12.3K | 0.01% | 288 |
|
|
2020
Q3 | $740K | Hold |
6,262
| – | – | 0.01% | 292 |
|
|
2020
Q2 | $705K | Buy |
6,262
+875
| +16% | +$98.5K | 0.01% | 296 |
|
|
2020
Q1 | $534K | Sell |
5,387
-930
| -15% | -$92.2K | 0.01% | 301 |
|
|
2019
Q4 | $862K | Sell |
6,317
-180
| -3% | -$24.6K | 0.01% | 299 |
|
|
2019
Q3 | $833K | Hold |
6,497
| – | – | 0.01% | 295 |
|
|
2019
Q2 | $827K | Hold |
6,497
| – | – | 0.01% | 304 |
|
|
2019
Q1 | $802K | Hold |
6,497
| – | – | 0.01% | 309 |
|
|
2018
Q4 | $721K | Hold |
6,497
| – | – | 0.01% | 309 |
|
|
2018
Q3 | $823K | Hold |
6,497
| – | – | 0.01% | 312 |
|
|
2018
Q2 | $789K | Hold |
6,497
| – | – | 0.01% | 311 |
|
|
2018
Q1 | $779K | Hold |
6,497
| – | – | 0.01% | 312 |
|
|
2017
Q4 | $808K | Hold |
6,497
| – | – | 0.01% | 314 |
|
|
2017
Q3 | $770K | Buy |
6,497
+290
| +5% | +$34.4K | 0.01% | 318 |
|
|
2017
Q2 | $723K | Buy |
6,207
+1,773
| +40% | +$207K | 0.01% | 314 |
|
|
2017
Q1 | $510K | Hold |
4,434
| – | – | 0.01% | 315 |
|
|
2016
Q4 | $497K | Buy |
+4,434
| New | +$497K | 0.01% | 312 |
|