Lee, Danner & Bass’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lee, Danner & Bass’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.04M	Hold
2025 Q2	$1.94M	Sell
2025 Q1	$1.89M	Sell
2024 Q4	$1.88M	Buy
2024 Q3	$1.8M	Sell
2024 Q2	$1.67M	Buy
2023 Q4	$1.53M	Sell
2023 Q3	$1.42M	Hold
2023 Q2	$1.47M	Buy
2023 Q1	$1.39M	Hold
2022 Q4	$1.39M	Hold
2022 Q3	$1.25M	Hold
2022 Q2	$1.33M	Hold
2022 Q1	$1.52M	Hold
2021 Q4	$1.54M	Hold
2021 Q3	$1.43M	Hold
2021 Q2	$1.45M	Hold
2021 Q1	$1.39M	Hold
2020 Q4	$1.25M	Hold
2020 Q3	$1.08M	Hold
2020 Q2	$1.03M	Buy
2020 Q1	$902K	Hold
2019 Q4	$1.24M	Sell
2019 Q3	$1.18M	Sell
2019 Q2	$1.18M	Buy
2019 Q1	$1.13M	Hold
2018 Q4	$1.02M	Hold
2018 Q3	$1.16M	Hold
2018 Q2	$1.11M	Hold
2018 Q1	$1.1M	Buy