Mattern Capital 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 | $1.94M | Buy |
10,013
+1,142
| +13% | +$222K | 0.23% | 86 |
|
|
2025
Q1 | $1.67M | Hold |
8,871
| – | – | 0.21% | 85 |
|
|
2024
Q4 | $1.64M | Hold |
8,871
| – | – | 0.21% | 83 |
|
|
2024
Q3 | $1.68M | Hold |
8,871
| – | – | 0.21% | 82 |
|
|
2024
Q2 | $1.55M | Hold |
8,871
| – | – | 0.21% | 84 |
|
|
2024
Q1 | $1.59M | Hold |
8,871
| – | – | 0.22% | 82 |
|
|
2023
Q4 | $1.47M | Hold |
8,871
| – | – | 0.21% | 83 |
|
|
2023
Q3 | $1.35M | Buy |
+8,871
| New | +$1.35M | 0.22% | 86 |
|