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

Donaldson Capital Management’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	$263K	Hold
2025 Q1	$255K	Sell
2024 Q4	$275K	Hold
2024 Q3	$282K	Hold
2024 Q2	$259K	Buy
2021 Q2	–	Sell
2021 Q1	$273K	Buy