William Frels - Mairs & Power
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    245
Portfolio value:    $9,786,094,433
Holdings Activity Buys Sells    History
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 2,562 0.01 Add 30.58% <0.01 $208.66–226.39 · VW $218.27i $547,423 SEC
2025   Q4 1,962 <0.01 Reduce 85.87% <0.01 $199.40–213.53 · VW $207.22i $412,687 SEC
2025   Q3 13,886 0.01 Buy 0.01 $191.64–204.02 · VW $199.02i $585,728 SEC
2019   Q3 0 0.00 Sell 100.00% 0.01 $120.60–130.83 · VW $127.00i SEC
2019   Q2 4,025 0.01 Reduce 1.23% <0.01 $119.45–128.02 · VW $124.58i $512,000 SEC
2019   Q1 4,075 0.01 Reduce 15.28% <0.01 $109.02–125.69 · VW $118.88i $503,000 SEC
2018   Q4 4,810 0.01 Reduce 0.52% <0.01 $104.07–127.96 · VW $117.44i $534,000 SEC
2018   Q3 4,835 0.01 $126.58 $612,000 SEC
2018   Q2 4,835 0.01 $121.41 $587,000 SEC
2018   Q1 4,835 0.01 Add 2.11% <0.01 $116.23–131.56 · VW $124.69i $580,000 SEC
2017   Q4 4,735 0.01 $124.39 $589,000 SEC
2017   Q3 4,735 0.01 $118.48 $561,000 SEC
2017   Q2 4,735 0.01 $116.37 $551,000 SEC
2017   Q1 4,735 0.01 $114.89 $544,000 SEC
2016   Q4 4,735 0.01 $111.93 $530,000 SEC
2016   Q3 4,735 0.01 $105.60 $500,000 SEC
2016   Q2 4,735 0.01 $103.27 $489,000 SEC
2016   Q1 4,735 0.01 $98.84 $468,000 SEC
2015   Q4 4,735 0.01 Buy 0.01 $91.94–102.53 · VW $98.75i $463,000 SEC
Price snapshot:
Current price$247.62
Avg. buy price$82.34
+/- since buy200.72%
52-week low$188.56
52-week high$249.26