Buckhead Capital Management’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 | $534K | Sell |
2,750
-250
| -8% | -$48.6K | 0.21% | 80 |
|
|
2025
Q1 | $564K | Hold |
3,000
| – | – | 0.18% | 77 |
|
|
2024
Q4 | $555K | Hold |
3,000
| – | – | 0.18% | 74 |
|
|
2024
Q3 | $569K | Hold |
3,000
| – | – | 0.18% | 74 |
|
|
2024
Q2 | $523K | Hold |
3,000
| – | – | 0.18% | 79 |
|
|
2024
Q1 | $537K | Hold |
3,000
| – | – | 0.18% | 83 |
|
|
2023
Q4 | $496K | Hold |
3,000
| – | – | 0.18% | 85 |
|
|
2023
Q3 | $455K | Hold |
3,000
| – | – | 0.19% | 78 |
|
|
2023
Q2 | $473K | Hold |
3,000
| – | – | 0.11% | 99 |
|
|
2023
Q1 | $457K | Sell |
3,000
-850
| -22% | -$129K | 0.11% | 100 |
|
|
2022
Q4 | $584K | Hold |
3,850
| – | – | 0.14% | 91 |
|
|
2022
Q3 | $524K | Hold |
3,850
| – | – | 0.14% | 93 |
|
|
2022
Q2 | $558K | Hold |
3,850
| – | – | 0.14% | 93 |
|
|
2022
Q1 | $639K | Hold |
3,850
| – | – | 0.14% | 97 |
|
|
2021
Q4 | $647K | Hold |
3,850
| – | – | 0.14% | 99 |
|
|
2021
Q3 | $603K | Hold |
3,850
| – | – | 0.13% | 98 |
|
|
2021
Q2 | $611K | Hold |
3,850
| – | – | 0.14% | 97 |
|
|
2021
Q1 | $583K | Hold |
3,850
| – | – | 0.14% | 94 |
|
|
2020
Q4 | $526K | Sell |
3,850
-150
| -4% | -$20.5K | 0.13% | 91 |
|
|
2020
Q3 | $473K | Hold |
4,000
| – | – | 0.14% | 83 |
|
|
2020
Q2 | $450K | Buy |
+4,000
| New | +$450K | 0.14% | 79 |
|