Indiana Trust & 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 | $1.67M | Sell |
8,573
-104
| -1% | -$20.2K | 0.55% | 35 |
|
|
2025
Q1 | $1.63M | Sell |
8,677
-165
| -2% | -$31K | 0.59% | 37 |
|
|
2024
Q4 | $1.64M | Sell |
8,842
-158
| -2% | -$29.3K | 0.56% | 38 |
|
|
2024
Q3 | $1.71M | Buy |
9,000
+1,371
| +18% | +$260K | 0.58% | 37 |
|
|
2024
Q2 | $1.33M | Hold |
7,629
| – | – | 0.49% | 45 |
|
|
2024
Q1 | $1.37M | Hold |
7,629
| – | – | 0.55% | 43 |
|
|
2023
Q4 | $1.26M | Hold |
7,629
| – | – | 0.57% | 43 |
|
|
2023
Q3 | $1.16M | Buy |
+7,629
| New | +$1.16M | 0.59% | 44 |
|