HDIM
Hanson & Doremus Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33M | Buy |
27,447
+36
| +0.1% | +$6.99K | 0.71% | 24 |
|
|
2025
Q1 | $5.16M | Buy |
27,411
+34
| +0.1% | +$6.4K | 0.75% | 22 |
|
|
2024
Q4 | $5.07M | Buy |
27,377
+145
| +0.5% | +$26.8K | 0.79% | 23 |
|
|
2024
Q3 | $5.17M | Buy |
27,232
+146
| +0.5% | +$27.7K | 0.82% | 22 |
|
|
2024
Q2 | $4.73M | Hold |
27,086
| – | – | 0.79% | 24 |
|
|
2024
Q1 | $4.85M | Hold |
27,086
| – | – | 0.84% | 21 |
|
|
2023
Q4 | $4.48M | Hold |
27,086
| – | – | 0.84% | 19 |
|
|
2023
Q3 | $4.11M | Sell |
27,086
-326
| -1% | -$49.5K | 0.85% | 20 |
|
|
2023
Q2 | $4.33M | Hold |
27,412
| – | – | 0.9% | 18 |
|
|
2023
Q1 | $4.17M | Sell |
27,412
-34
| -0.1% | -$5.18K | 0.93% | 18 |
|
|
2022
Q4 | $4.16M | Hold |
27,446
| – | – | 0.9% | 21 |
|
|
2022
Q3 | $3.73M | Hold |
27,446
| – | – | 0.96% | 18 |
|
|
2022
Q2 | $3.98M | Hold |
27,446
| – | – | 0.97% | 18 |
|
|
2022
Q1 | $4.56M | Buy |
27,446
+360
| +1% | +$59.7K | 0.98% | 18 |
|
|
2021
Q4 | $4.55M | Sell |
27,086
-360
| -1% | -$60.5K | 0.97% | 17 |
|
|
2021
Q3 | $4.3M | Buy |
27,446
+360
| +1% | +$56.3K | 0.99% | 16 |
|
|
2021
Q2 | $3.2M | Sell |
27,086
-360
| -1% | -$42.5K | 0.96% | 16 |
|
|
2021
Q1 | $4.16M | Hold |
27,446
| – | – | 0.96% | 17 |
|
|
2020
Q4 | $3.75M | Buy |
27,446
+360
| +1% | +$49.2K | 0.93% | 16 |
|
|
2020
Q3 | $3.2M | Hold |
27,086
| – | – | 0.96% | 16 |
|
|
2020
Q2 | $3.05M | Sell |
27,086
-8,621
| -24% | -$971K | 0.97% | 17 |
|
|
2020
Q1 | $3.54M | Buy |
+35,707
| New | +$3.54M | 1.2% | 16 |
|