National Philanthropic Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

National Philanthropic Trust’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
2026 Q1	$1.65M	Sell
2025 Q4	$3.65M	Buy
2025 Q3	$1.21M	Hold
2025 Q2	$1.15M	Sell
2025 Q1	$1.25M	Buy
2024 Q4	$1.1M	Buy
2024 Q3	$1.12M	Hold
2024 Q2	$1.03M	Hold
2024 Q1	$1.06M	Buy