Donaldson 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 | $263K | Hold |
1,353
| – | – | 0.01% | 201 |
|
|
2025
Q1 | $255K | Sell |
1,353
-134
| -9% | -$25.2K | 0.01% | 202 |
|
|
2024
Q4 | $275K | Hold |
1,487
| – | – | 0.01% | 198 |
|
|
2024
Q3 | $282K | Hold |
1,487
| – | – | 0.01% | 198 |
|
|
2024
Q2 | $259K | Buy |
+1,487
| New | +$259K | 0.01% | 197 |
|
|
2021
Q2 | – | Sell |
-1,800
| Closed | -$273K | – | 256 |
|
|
2021
Q1 | $273K | Buy |
+1,800
| New | +$273K | 0.02% | 220 |
|