Poehling Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Hold |
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|
2025
Q1 | $355K | Hold |
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|
2024
Q4 | $350K | Hold |
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|
2024
Q3 | $359K | Hold |
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|
2024
Q2 | $330K | Hold |
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|
2024
Q1 | $338K | Buy |
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|
2023
Q4 | $253K | Hold |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $242K | Hold |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $233K | Hold |
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|
2022
Q3 | $209K | Hold |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $2.32M | Buy |
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|
2021
Q4 | $254K | Hold |
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|
2021
Q3 | $237K | Hold |
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|
2021
Q2 | $240K | Hold |
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|
2021
Q1 | $230K | Buy |
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