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Rappaport Reiches Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Rappaport Reiches Capital Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$219K Hold
1,163
– – 0.05% 110
2024
Q4 		$215K Hold
1,163
– – 0.06% 101
2024
Q3 		$221K Hold
1,163
– – 0.06% 101
2024
Q2 		$203K Sell
1,163
-57
-5% -$9.95K 0.06% 96
2024
Q1 		$219K Hold
1,220
– – 0.07% 95
2023
Q4 		$202K Buy
+1,220
New +$202K 0.07% 81