M.D. Sass LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

M.D. Sass LLC’s Portfolio IWD Stock Details IWD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$4.79M	Buy
2025 Q3	–	Sell
2025 Q2	$11.7M	Buy
2025 Q1	$11M	Sell
2024 Q4	$36.6M	Buy
2024 Q3	$13M	Buy
2024 Q2	$8.45M	Buy