ZIM
Zacks Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Buy |
86,478
+21,219
| +33% | +$4.12M | 0.14% | 147 |
|
|
2025
Q1 | $12.3M | Sell |
65,259
-175,621
| -73% | -$33M | 0.11% | 157 |
|
|
2024
Q4 | $44.6M | Buy |
240,880
+193,038
| +403% | +$35.7M | 0.41% | 66 |
|
|
2024
Q3 | $9.08M | Buy |
47,842
+5,558
| +13% | +$1.05M | 0.08% | 172 |
|
|
2024
Q2 | $7.38M | Buy |
42,284
+1,081
| +3% | +$189K | 0.08% | 161 |
|
|
2024
Q1 | $7.38M | Sell |
41,203
-290,741
| -88% | -$52.1M | 0.08% | 176 |
|
|
2023
Q4 | $54.9M | Buy |
331,944
+279,416
| +532% | +$46.2M | 0.68% | 43 |
|
|
2023
Q3 | $7.97M | Buy |
52,528
+20,883
| +66% | +$3.17M | 0.1% | 157 |
|
|
2023
Q2 | $4.99M | Sell |
31,645
-9,535
| -23% | -$1.5M | 0.06% | 182 |
|
|
2023
Q1 | $6.27M | Sell |
41,180
-160,962
| -80% | -$24.5M | 0.08% | 168 |
|
|
2022
Q4 | $30.7M | Buy |
202,142
+164,967
| +444% | +$25M | 0.43% | 67 |
|
|
2022
Q3 | $5.06M | Buy |
37,175
+27,173
| +272% | +$3.69M | 0.08% | 172 |
|
|
2022
Q2 | $1.45M | Buy |
10,002
+4,524
| +83% | +$656K | 0.02% | 298 |
|
|
2022
Q1 | $909K | Sell |
5,478
-177,285
| -97% | -$29.4M | 0.01% | 381 |
|
|
2021
Q4 | $30.7M | Buy |
182,763
+179,795
| +6,058% | +$30.2M | 0.43% | 68 |
|
|
2021
Q3 | $465K | Buy |
2,968
+137
| +5% | +$21.5K | 0.01% | 461 |
|
|
2021
Q2 | $449K | Sell |
2,831
-262
| -8% | -$41.6K | 0.01% | 467 |
|
|
2021
Q1 | $469K | Sell |
3,093
-153,610
| -98% | -$23.3M | 0.01% | 423 |
|
|
2020
Q4 | $21.4M | Buy |
156,703
+149,762
| +2,158% | +$20.5M | 0.4% | 76 |
|
|
2020
Q3 | $820K | Buy |
6,941
+4,184
| +152% | +$494K | 0.02% | 347 |
|
|
2020
Q2 | $310K | Sell |
2,757
-49,421
| -95% | -$5.56M | 0.01% | 440 |
|
|
2020
Q1 | $5.18M | Sell |
52,178
-123,893
| -70% | -$12.3M | 0.13% | 131 |
|
|
2019
Q4 | $24M | Buy |
176,071
+171,421
| +3,686% | +$23.4M | 0.45% | 66 |
|
|
2019
Q3 | $596K | Buy |
4,650
+1,845
| +66% | +$236K | 0.01% | 424 |
|
|
2019
Q2 | $357K | Sell |
2,805
-44
| -2% | -$5.6K | 0.01% | 475 |
|
|
2019
Q1 | $352K | Sell |
2,849
-302,267
| -99% | -$37.3M | 0.01% | 478 |
|
|
2018
Q4 | $33.9M | Buy |
305,116
+303,155
| +15,459% | +$33.7M | 0.82% | 41 |
|
|
2018
Q3 | $248K | Sell |
1,961
-2,023
| -51% | -$256K | 0.01% | 476 |
|
|
2018
Q2 | $484K | Sell |
3,984
-49
| -1% | -$5.95K | 0.01% | 468 |
|
|
2018
Q1 | $484K | Sell |
4,033
-62,801
| -94% | -$7.54M | 0.01% | 460 |
|
|
2017
Q4 | $8.31M | Buy |
66,834
+64,538
| +2,811% | +$8.02M | 0.18% | 110 |
|
|
2017
Q3 | $272K | Sell |
2,296
-876
| -28% | -$104K | 0.01% | 482 |
|
|
2017
Q2 | $369K | Buy |
3,172
+527
| +20% | +$61.3K | 0.01% | 476 |
|
|
2017
Q1 | $304K | Sell |
2,645
-53,702
| -95% | -$6.17M | 0.01% | 499 |
|
|
2016
Q4 | $6.31M | Buy |
56,347
+53,750
| +2,070% | +$6.02M | 0.18% | 116 |
|
|
2016
Q3 | $274K | Sell |
2,597
-155
| -6% | -$16.4K | 0.01% | 514 |
|
|
2016
Q2 | $284K | Sell |
2,752
-1,435
| -34% | -$148K | 0.01% | 506 |
|
|
2016
Q1 | $414K | Sell |
4,187
-390,558
| -99% | -$38.6M | 0.01% | 459 |
|
|
2015
Q4 | $38.6M | Buy |
394,745
+377,065
| +2,133% | +$36.9M | 1.26% | 17 |
|
|
2015
Q3 | $1.65M | Buy |
17,680
+14,255
| +416% | +$1.33M | 0.06% | 211 |
|
|
2015
Q2 | $353K | Sell |
3,425
-522
| -13% | -$53.8K | 0.01% | 494 |
|
|
2015
Q1 | $407K | Sell |
3,947
-150,376
| -97% | -$15.5M | 0.01% | 460 |
|
|
2014
Q4 | $16.1M | Buy |
154,323
+150,252
| +3,691% | +$15.7M | 0.52% | 68 |
|
|
2014
Q3 | $407K | Sell |
4,071
-158
| -4% | -$15.8K | 0.01% | 450 |
|
|
2014
Q2 | $428K | Sell |
4,229
-100
| -2% | -$10.1K | 0.02% | 486 |
|
|
2014
Q1 | $418K | Sell |
4,329
-5,204
| -55% | -$502K | 0.02% | 469 |
|
|
2013
Q4 | $898K | Buy |
9,533
+4,859
| +104% | +$458K | 0.04% | 265 |
|
|
2013
Q3 | $403K | Sell |
4,674
-1,346
| -22% | -$116K | 0.02% | 416 |
|
|
2013
Q2 | $504K | Buy |
+6,020
| New | +$504K | 0.02% | 310 |
|