Warwick Investment 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
$1.25M Buy
2025
Q1
$1.21M Buy
2024
Q3
Sell
2024
Q2
$1.14M Buy
2024
Q1
$1.17M Buy
2023
Q4
$1.07M Hold
2023
Q3
$980K Hold
2023
Q2
$1.02M Hold
2023
Q1
$983K Hold
2022
Q4
$979K Buy
2022
Q3
Sell
2022
Q2
$977K Buy
2022
Q1
$1.11M Buy
2021
Q4
$1.13M Buy