| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| 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 | 345 | $398M | +$3.35M | -$1.18M | +$2.17M | IWF, IWD, IWS, IWP, IJR | 13F-HR | 4/16/2024, 12:45 PM |
| Q4 2023 | 321 | $369M | +$903K | -$3.36M | -$2.45M | IWF, IWD, IWS, IWP, IJR | 13F-HR | 1/16/2024, 03:57 PM |
| Q3 2023 | 309 | $339M | +$2.77M | -$2.6M | +$165K | IWF, IWD, IWS, IWP, SPSB | 13F-HR | 10/23/2023, 12:33 PM |
| Q2 2023 | 301 | $350M | +$2.26M | -$2.17M | +$96.5K | IWF, IWD, IWS, IWP, SPSB | 13F-HR | 7/19/2023, 12:53 PM |
| Q1 2023 | 297 | $332M | +$10.1M | -$10.6M | -$538K | IWD, IWF, IWS, IWP, SPSB | 13F-HR | 4/11/2023, 11:04 AM |
| Q4 2022 | 307 | $319M | +$5.11M | -$5.14M | -$24.8K | IWD, IWF, IWS, IWP, SPSB | Restatement | 2/13/2023, 03:25 PM |
| Q3 2022 | 292 | $300M | +$22.4M | -$1.71M | +$20.7M | IWD, IWF, SPSB, IWS, IWP | 13F-HR | 10/11/2022, 11:30 AM |
| Q2 2022 | 288 | $292M | +$10.7M | -$7.73M | +$2.98M | IWD, IWF, SPSB, IWS, IWP | 13F-HR | 7/14/2022, 03:44 PM |
| Q1 2022 | 294 | $339M | +$33.2M | -$2.23M | +$31M | IWF, IWD, IWS, IWP, SPSB | 13F-HR | 4/14/2022, 11:44 AM |
| Q4 2021 | 297 | $326M | +$3.6M | -$378K | +$3.22M | IWF, IWD, IWP, IWS, SPSB | 13F-HR | 1/24/2022, 12:04 PM |
| Q3 2021 | 282 | $301M | +$3.77M | -$4.05M | -$283K | IWF, IWD, IWP, IWS, SPSB | 13F-HR | 10/15/2021, 10:53 AM |
| Q2 2021 | 258 | $303M | +$11.7M | -$24.3M | -$12.6M | IWF, IWD, IWP, IWS, SPSB | 13F-HR | 7/15/2021, 03:30 PM |
| Q1 2021 | 261 | $296M | +$2.49M | -$2.22M | +$270K | IWF, IWD, IWP, IWS, SPSB | 13F-HR | 4/23/2021, 10:34 AM |
| Q4 2020 | 258 | $280M | +$19.1M | -$5.05M | +$14M | IWF, IWD, IWP, IWS, SPSB | 13F-HR | 1/28/2021, 12:26 PM |
| Q3 2020 | 242 | $247M | +$2.41M | -$1.86M | +$556K | IWF, IWD, IWP, SPSB, IWS | 13F-HR | 10/21/2020, 03:12 PM |
| Q2 2020 | 235 | $231M | +$16M | -$23.4M | -$7.4M | IWF, IWD, IWP, SPSB, IWS | 13F-HR | 7/20/2020, 01:19 PM |
| Q1 2020 | 223 | $200M | +$20.9M | -$1.99M | +$18.9M | IWF, IWD, SPSB, IWP, IWS | 13F-HR | 4/27/2020, 12:31 PM |
| Q4 2019 | 233 | $233M | $0 | $0 | IWF, IWD, IWP, IWS, IJR | 13F-HR | 1/30/2020, 02:34 PM |