Gemmer Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $285K | Sell |
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|
2025
Q2 | $273K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $112K | Hold |
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|
2021
Q4 | $114K | Hold |
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|
2021
Q3 | $106K | Hold |
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|
2021
Q2 | $108K | Hold |
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|
2021
Q1 | $103K | Hold |
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|
2020
Q4 | $93K | Sell |
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|
2020
Q3 | $95K | Hold |
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|
2020
Q2 | $91K | Sell |
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|
2020
Q1 | $203K | Hold |
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|
2019
Q4 | $279K | Hold |
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|
2019
Q3 | $262K | Buy |
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|
2019
Q2 | $256K | Hold |
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|
2019
Q1 | $249K | Sell |
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|
2018
Q4 | $225K | Sell |
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|
2018
Q3 | $268K | Hold |
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|
2018
Q2 | $257K | Sell |
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|
2018
Q1 | $259K | Buy |
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|
2017
Q4 | $238K | Sell |
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|
2017
Q3 | $230K | Hold |
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|
2017
Q2 | $226K | Buy |
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|
2017
Q1 | $112K | Sell |
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|
2016
Q4 | $112K | Buy |
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|
2016
Q3 | $105K | Buy |
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|
2016
Q2 | $103K | Buy |
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|
2016
Q1 | $98K | Hold |
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|
2015
Q4 | $97K | Buy |
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|
2015
Q3 | $93K | Hold |
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|
2015
Q2 | $102K | Buy |
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|
2015
Q1 | $102K | Hold |
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|
2014
Q4 | $104K | Buy |
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|
2014
Q3 | $99K | Buy |
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|
2014
Q2 | $9K | Hold |
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|
2014
Q1 | $8K | Buy |
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