| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 343 | $446M | +$6.01M | -$2.05M | +$3.95M | IWD, IWF, IWP, IWS, IJR | 13F-HR | 4/14/2025, 12:30 PM |
| Q4 2024 | 368 | $455M | +$22.6M | -$5.8M | +$16.8M | IWF, IWD, IWP, IWS, IJR | 13F-HR | 1/21/2025, 01:09 PM |
| Q3 2024 | 332 | $444M | +$55.8M | -$40M | +$15.8M | IWD, IWF, IWS, IWP, IJR | 13F-HR | 10/15/2024, 01:38 PM |
| Q2 2024 | 337 | $405M | +$5.93M | -$1.04M | +$4.9M | IWF, IWD, IWP, IWS, IJR | 13F-HR | 7/11/2024, 01:40 PM |
| Q1 2024 | 338 | $398M | +$3.35M | -$1.18M | +$2.17M | IWF, IWD, IWS, IWP, IJR | 13F-HR | 4/16/2024, 12:45 PM |
| Q4 2023 | 320 | $369M | +$904K | -$3.36M | -$2.45M | IWF, IWD, IWS, IWP, IJR | 13F-HR | 1/16/2024, 03:57 PM |
| Q3 2023 | 309 | $339M | +$2.77M | -$2.37M | +$404K | IWF, IWD, IWS, IWP, SPSB | 13F-HR | 10/23/2023, 12:33 PM |
| Q2 2023 | 300 | $350M | +$2.26M | -$2.05M | +$208K | IWF, IWD, IWS, IWP, SPSB | 13F-HR | 7/19/2023, 12:53 PM |
| Q1 2023 | 297 | $332M | +$10.1M | -$10.4M | -$287K | IWD, IWF, IWS, IWP, SPSB | 13F-HR | 4/11/2023, 11:04 AM |
| Q4 2022 | 307 | $319M | +$5.11M | -$5M | +$114K | IWD, IWF, IWS, IWP, SPSB | Restatement | 2/13/2023, 02:25 PM |
| Q3 2022 | 273 | $298M | +$22.3M | -$1.69M | +$20.6M | IWD, IWF, SPSB, IWS, IWP | 13F-HR | 10/11/2022, 11:30 AM |
| Q2 2022 | 272 | $289M | +$7.85M | -$7.07M | +$782K | IWD, IWF, SPSB, IWS, IWP | 13F-HR | 7/14/2022, 03:44 PM |
| Q1 2022 | 289 | $338M | +$33M | -$1.94M | +$31.1M | IWF, IWD, IWS, IWP, SPSB | 13F-HR | 4/14/2022, 11:44 AM |
| Q4 2021 | 290 | $326M | +$3.6M | -$316K | +$3.28M | IWF, IWD, IWP, IWS, SPSB | 13F-HR | 1/24/2022, 11:04 AM |
| Q3 2021 | 286 | $301M | +$3.77M | -$4.05M | -$280K | IWF, IWD, IWP, IWS, SPSB | 13F-HR | 10/15/2021, 10:53 AM |
| Q2 2021 | 259 | $303M | +$11.7M | -$22M | -$10.4M | IWF, IWD, IWP, IWS, SPSB | 13F-HR | 7/15/2021, 03:30 PM |
| Q1 2021 | 263 | $296M | +$2.49M | -$2.23M | +$263K | IWF, IWD, IWP, IWS, SPSB | 13F-HR | 4/23/2021, 10:34 AM |
| Q4 2020 | 250 | $278M | +$19.1M | -$4.97M | +$14.1M | IWF, IWD, IWP, IWS, SPSB | 13F-HR | 1/28/2021, 11:26 AM |
| Q3 2020 | 234 | $247M | +$2.41M | -$1.81M | +$601K | IWF, IWD, IWP, SPSB, IWS | 13F-HR | 10/21/2020, 03:12 PM |
| Q2 2020 | 228 | $231M | +$16M | -$23.4M | -$7.39M | IWF, IWD, IWP, SPSB, IWS | 13F-HR | 7/20/2020, 01:19 PM |
| Q1 2020 | 215 | $198M | +$20.9M | -$1.52M | +$19.4M | IWF, IWD, SPSB, IWP, IWS | 13F-HR | 4/27/2020, 12:31 PM |
| Q4 2019 | 231 | $246M | IWF, IWD, IWP, IWS, IJR | 13F-HR | 1/30/2020, 01:34 PM |