GW&K Investment 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 | $350K | Hold |
1,804
| – | – | ﹤0.01% | 353 |
|
2025
Q1 | $339K | Sell |
1,804
-332
| -16% | -$62.4K | ﹤0.01% | 356 |
|
2024
Q4 | $395K | Sell |
2,136
-69
| -3% | -$12.8K | ﹤0.01% | 345 |
|
2024
Q3 | $419K | Buy |
2,205
+2
| +0.1% | +$380 | ﹤0.01% | 339 |
|
2024
Q2 | $384K | Buy |
2,203
+3
| +0.1% | +$523 | ﹤0.01% | 337 |
|
2024
Q1 | $394K | Hold |
2,200
| – | – | ﹤0.01% | 330 |
|
2023
Q4 | $364K | Hold |
2,200
| – | – | ﹤0.01% | 338 |
|
2023
Q3 | $334K | Hold |
2,200
| – | – | ﹤0.01% | 337 |
|
2023
Q2 | $347K | Buy |
2,200
+165
| +8% | +$26K | ﹤0.01% | 329 |
|
2023
Q1 | $310K | Buy |
+2,035
| New | +$310K | ﹤0.01% | 325 |
|