Sanibel Captiva Trust Company’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 | $1.95M | Buy |
10,033
+1,361
| +16% | +$264K | 0.06% | 174 |
|
|
2025
Q1 | $1.63M | Hold |
8,672
| – | – | 0.05% | 180 |
|
|
2024
Q4 | $1.61M | Hold |
8,672
| – | – | 0.05% | 180 |
|
|
2024
Q3 | $1.65M | Buy |
8,672
+3,157
| +57% | +$599K | 0.05% | 181 |
|
|
2024
Q2 | $962K | Hold |
5,515
| – | – | 0.03% | 211 |
|
|
2024
Q1 | $988K | Hold |
5,515
| – | – | 0.03% | 204 |
|
|
2023
Q4 | $911K | Buy |
+5,515
| New | +$911K | 0.03% | 194 |
|