C.T. Fitzpatrick - Vulcan Value Partners
Holding/activity history for iShares Russell 1000 Value ETF (IWD)
← All IWD superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 0 | 0.00 | Sell 100.00% | 0.01 | $208.66–226.39 · VW $218.27i | SEC | |
| 2025 Q4 | 2,748 | 0.01 | Buy | 0.01 | $199.40–213.53 · VW $207.22i | $636,000 | SEC |
| 2025 Q1 | 0 | 0.00 | Sell 100.00% | 0.01 | $182.20–196.44 · VW $190.48i | SEC | |
| 2024 Q4 | 3,336 | 0.01 | Buy | 0.01 | $182.71–200.42 · VW $191.12i | $617,594 | SEC |
| 2022 Q3 | 0 | 0.00 | Sell 100.00% | 0.02 | $135.72–161.77 · VW $148.27i | SEC | |
| 2022 Q2 | 13,164 | 0.02 | Buy | 0.02 | $139.96–169.69 · VW $155.01i | $1,908,000 | SEC |
| 2020 Q1 | 0 | 0.00 | Sell 100.00% | 0.02 | $84.11–138.88 · VW $115.14i | SEC | |
| 2019 Q4 | 15,632 | 0.02 | Buy | 0.02 | $122.80–136.98 · VW $132.34i | $2,133,000 | SEC |
| 2019 Q1 | 0 | 0.00 | Sell 100.00% | 0.03 | $109.02–125.69 · VW $118.88i | SEC | |
| 2018 Q4 | 30,490 | 0.03 | Buy | 0.03 | $104.07–127.96 · VW $117.44i | $3,386,000 | SEC |
| 2018 Q1 | 0 | 0.00 | Sell 100.00% | 0.01 | $116.23–131.56 · VW $124.69i | SEC | |
| 2017 Q4 | 12,903 | 0.01 | Buy | 0.01 | $118.08–125.36 · VW $121.78i | $1,604,000 | SEC |
| 2017 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $111.60–118.74 · VW $114.40i | SEC | |
| 2016 Q4 | 3,203 | <0.01 | Buy | <0.01 | $102.07–114.47 · VW $108.00i | $359,000 | SEC |
Price snapshot:
Current price$247.62
52-week low$188.56
52-week high$249.26