Schaper Benz & Wise Investment Counsel’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 | $2.71M | Hold |
13,976
| – | – | 0.21% | 83 |
|
|
2025
Q1 | $2.63M | Hold |
13,976
| – | – | 0.21% | 82 |
|
|
2024
Q4 | $2.59M | Hold |
13,976
| – | – | 0.21% | 83 |
|
|
2024
Q3 | $2.65M | Hold |
13,976
| – | – | 0.21% | 82 |
|
|
2024
Q2 | $2.44M | Hold |
13,976
| – | – | 0.21% | 83 |
|
|
2024
Q1 | $2.5M | Sell |
13,976
-245
| -2% | -$43.9K | 0.21% | 81 |
|
|
2023
Q4 | $2.35M | Hold |
14,221
| – | – | 0.21% | 83 |
|
|
2023
Q3 | $2.16M | Hold |
14,221
| – | – | 0.21% | 82 |
|
|
2023
Q2 | $2.24M | Hold |
14,221
| – | – | 0.22% | 82 |
|
|
2023
Q1 | $2.17M | Hold |
14,221
| – | – | 0.22% | 81 |
|
|
2022
Q4 | $2.16M | Hold |
14,221
| – | – | 0.23% | 77 |
|
|
2022
Q3 | $1.93M | Hold |
14,221
| – | – | 0.22% | 79 |
|
|
2022
Q2 | $2.06M | Hold |
14,221
| – | – | 0.21% | 80 |
|
|
2022
Q1 | $2.36M | Sell |
14,221
-400
| -3% | -$66.4K | 0.2% | 82 |
|
|
2021
Q4 | $2.46M | Buy |
+14,621
| New | +$2.46M | 0.2% | 83 |
|