SFM
IWD icon

Stack Financial Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Stack Financial Management’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-294,001
Closed -$40.1M – 44
2019
Q4 		$40.1M Buy
+294,001
New +$40.1M 4.32% 4