Landaas & Company’s iShares Russell 1000 Value ETF IWD Stock Holding History

Landaas & Company’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$70.1M	Buy	360,714 +821	+0.2%	+$159K	16.73%	2
2025 Q1	$67.7M	Buy	359,893 +4,749	+1%	+$894K	18.72%	2
2024 Q4	$65.7M	Sell	355,144 -2,981	-0.8%	-$552K	18.2%	2
2024 Q3	$68M	Buy	358,125 +657	+0.2%	+$125K	18.93%	2
2024 Q2	$62.4M	Sell	357,468 -3,640	-1%	-$635K	19%	2
2024 Q1	$64.7M	Buy	361,108 +5,845	+2%	+$1.05M	21.04%	2
2023 Q4	$58.7M	Sell	355,263 -8,515	-2%	-$1.41M	21.77%	2
2023 Q3	$55.2M	Sell	363,778 -1,319	-0.4%	-$200K	23.97%	2
2023 Q2	$57.6M	Buy	365,097 +2,413	+0.7%	+$381K	25.41%	2
2023 Q1	$55.2M	Buy	362,684 +3,769	+1%	+$574K	26.93%	2
2022 Q4	$54.4M	Buy	358,915 +25,559	+8%	+$3.88M	29.96%	2
2022 Q3	$45.3M	Buy	333,356 +6,247	+2%	+$850K	28.78%	2
2022 Q2	$47.4M	Buy	327,109 +19,286	+6%	+$2.8M	29.28%	2
2022 Q1	$51.7M	Hold	307,823	–	–	27.49%	2
2021 Q4	$51.7M	Sell	307,823 -666	-0.2%	-$112K	27.49%	2
2021 Q3	$48.3M	Buy	308,489 +4,312	+1%	+$675K	27.78%	2
2021 Q2	$48.2M	Buy	304,177 +15,528	+5%	+$2.46M	26.99%	2
2021 Q1	$43.7M	Buy	288,649 +29,257	+11%	+$4.43M	26.15%	2
2020 Q4	$35.5M	Buy	259,392 +4,369	+2%	+$597K	24.09%	2
2020 Q3	$30.1M	Sell	255,023 -948	-0.4%	-$112K	22.85%	2
2020 Q2	$28.8M	Buy	255,971 +242	+0.1%	+$27.3K	22.91%	2
2020 Q1	$27.8M	Buy	255,729 +8,718	+4%	+$948K	23.45%	2
2019 Q4	$33.7M	Buy	247,011 +13,247	+6%	+$1.81M	23.56%	2
2019 Q3	$30M	Buy	233,764 +7,028	+3%	+$901K	21.92%	2
2019 Q2	$28.8M	Buy	226,736 +8,560	+4%	+$1.09M	20.55%	2
2019 Q1	$26.9M	Buy	218,176 +5,968	+3%	+$737K	19.49%	2
2018 Q4	$23.5M	Buy	212,208 +3,079	+1%	+$341K	19.47%	2
2018 Q3	$26.5M	Buy	209,129 +2,918	+1%	+$369K	20.56%	2
2018 Q2	$25M	Sell	206,211 -2,901	-1%	-$352K	20%	2
2018 Q1	$25.1M	Sell	209,112 -6,706	-3%	-$804K	25.28%	2
2017 Q4	$26.8M	Sell	215,818 -10,780	-5%	-$1.34M	23.15%	2
2017 Q3	$26.9M	Buy	+226,598	New	+$26.9M	23.62%	2