IWM
WWD icon

IHT Wealth Management’s Woodward WWD Stock Holding History

IHT Wealth Management’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.72M Hold
15,975
– – 0.13% 161
2025
Q4 		$5.01M Sell
15,975
-33
-0.2% -$9.08K 0.12% 174
2025
Q3 		$4.08M Buy
16,008
+13,878
+652% +$3.45M 0.1% 192
2025
Q2 		$522K Sell
2,130
-241
-10% -$49.3K 0.01% 690
2025
Q1 		$466K Hold
2,371
– – 0.01% 695
2024
Q4 		$395K Hold
2,371
– – 0.01% 758
2024
Q3 		$420K Hold
2,371
– – 0.01% 778
2024
Q2 		$372K Sell
2,371
-179
-7% -$30.5K 0.01% 729
2024
Q1 		$393K Sell
2,550
-509
-17% -$71.7K 0.02% 709
2023
Q4 		$416K Buy
+3,059
New +$400K 0.02% 660
2023
Q2 		– Sell
-4,475
Closed -$436K – 1029
2023
Q1 		$436K Buy
+4,475
New +$450K 0.02% 552

Other funds holding WWD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return