Pittenger & Anderson Inc’s iShares Russell 1000 Value ETF IWD Stock Holding History

Pittenger & Anderson Inc’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
2026 Q1	$405K	Hold	1,895	–	–	0.02%	201
2025 Q4	$399K	Hold	1,895	–	–	0.02%	208
2025 Q3	$386K	Buy	1,895 +25	+1%	+$4.97K	0.01%	203
2025 Q2	$363K	Hold	1,870	–	–	0.01%	195
2025 Q1	$352K	Hold	1,870	–	–	0.01%	190
2024 Q4	$346K	Hold	1,870	–	–	0.01%	200
2024 Q3	$355K	Hold	1,870	–	–	0.01%	203
2024 Q2	$326K	Sell	1,870 -400	-18%	-$69.9K	0.01%	200
2024 Q1	$407K	Hold	2,270	–	–	0.02%	189
2023 Q4	$375K	Hold	2,270	–	–	0.02%	189
2023 Q3	$345K	Hold	2,270	–	–	0.02%	177
2023 Q2	$358K	Sell	2,270 -330	-13%	-$50.4K	0.02%	175
2023 Q1	$396K	Hold	2,600	–	–	0.02%	170
2022 Q4	$394K	Hold	2,600	–	–	0.02%	165
2022 Q3	$354K	Hold	2,600	–	–	0.02%	165
2022 Q2	$377K	Hold	2,600	–	–	0.02%	169
2022 Q1	$432K	Hold	2,600	–	–	0.02%	167
2021 Q4	$437K	Hold	2,600	–	–	0.02%	172
2021 Q3	$407K	Hold	2,600	–	–	0.02%	173
2021 Q2	$412K	Hold	2,600	–	–	0.02%	170
2021 Q1	$394K	Hold	2,600	–	–	0.02%	171
2020 Q4	$355K	Sell	2,600 -900	-26%	-$115K	0.02%	172
2020 Q3	$413K	Hold	3,500	–	–	0.03%	174
2020 Q2	$394K	Hold	3,500	–	–	0.03%	179
2020 Q1	$347K	Hold	3,500	–	–	0.03%	177
2019 Q4	$478K	Hold	3,500	–	–	0.03%	189
2019 Q3	$449K	Hold	3,500	–	–	0.03%	192
2019 Q2	$445K	Hold	3,500	–	–	0.03%	189
2019 Q1	$432K	Hold	3,500	–	–	0.03%	192
2018 Q4	$389K	Hold	3,500	–	–	0.04%	194
2018 Q3	$443K	Hold	3,500	–	–	0.04%	196
2018 Q2	$425K	Hold	3,500	–	–	0.04%	197
2018 Q1	$420K	Hold	3,500	–	–	0.04%	202
2017 Q4	$435K	Hold	3,500	–	–	0.04%	196
2017 Q3	$415K	Hold	3,500	–	–	0.04%	193
2017 Q2	$408K	Hold	3,500	–	–	0.04%	190
2017 Q1	$402K	Hold	3,500	–	–	0.04%	191
2016 Q4	$392K	Hold	3,500	–	–	0.04%	199
2016 Q3	$370K	Sell	3,500 -1,000	-22%	-$105K	0.04%	199
2016 Q2	$465K	Sell	4,500 -1,300	-22%	-$131K	0.05%	196
2016 Q1	$573K	Hold	5,800	–	–	0.07%	192
2015 Q4	$568K	Buy	+5,800	New	+$576K	0.07%	191