GLOBALT Investments’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 | $336M | Sell |
1,732,187
-51,866
| -3% | -$10.1M | 12.89% | 2 |
|
|
2025
Q1 | $336M | Sell |
1,784,053
-46,540
| -3% | -$8.76M | 13.72% | 2 |
|
|
2024
Q4 | $339M | Sell |
1,830,593
-52,771
| -3% | -$9.77M | 12.97% | 2 |
|
|
2024
Q3 | $357M | Sell |
1,883,364
-81,407
| -4% | -$15.5M | 13.39% | 2 |
|
|
2024
Q2 | $343M | Buy |
1,964,771
+3,339
| +0.2% | +$583K | 13.69% | 2 |
|
|
2024
Q1 | $351M | Sell |
1,961,432
-41,454
| -2% | -$7.42M | 13.99% | 2 |
|
|
2023
Q4 | $331M | Buy |
+2,002,886
| New | +$331M | 13.76% | 2 |
|