Clark Capital Management Group’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 | $701K | Buy |
3,609
+1,919
| +114% | +$373K | ﹤0.01% | 315 |
|
|
2025
Q1 | $318K | Buy |
1,690
+400
| +31% | +$75.3K | ﹤0.01% | 371 |
|
|
2024
Q4 | $239K | Hold |
1,290
| – | – | ﹤0.01% | 394 |
|
|
2024
Q3 | $245K | Buy |
+1,290
| New | +$245K | ﹤0.01% | 382 |
|
|
2016
Q1 | – | Sell |
-2,450
| Closed | -$240K | – | 334 |
|
|
2015
Q4 | $240K | Buy |
+2,450
| New | +$240K | 0.02% | 284 |
|