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Capital Management Associates Inc’s iShares Russell 1000 Value ETF IWD Stock Holding History

Capital Management Associates Inc’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,288
Closed -$242K – 132
2025
Q1 		$242K Buy
+1,288
New +$245K 0.05% 112

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Capital Management Associates Inc's IWD Position: Q2 2025 in Review

Capital Management Associates Inc sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 1,288 shares — an estimated $242K sold.

Capital Management Associates Inc first reported a position in IWD in Q1 2025 and held it in 1 quarter. The position peaked at $242K in Q1 2025. 1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

  • Capital Management Associates Inc reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Capital Management Associates Inc sold 1,288 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $242K.
  • Capital Management Associates Inc first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and held it in 1 quarter.
  • Capital Management Associates Inc's iShares Russell 1000 Value ETF position peaked at $242K in Q1 2025.
  • 1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Capital Management Associates Inc's 13F filing for Q2 2025, filed 23 Jul 2025.