John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  Ishares Russell 1000 Value E (IWD)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% <0.01 SEC
2025   Q1 17,100 <0.01 $188.16 $3,217,536 SEC
2024   Q4 17,100 <0.01 Buy <0.01 $185.13 $3,165,723 SEC
2023   Q3 0 0.00 Sell 100.00% <0.01 SEC
2023   Q2 16,000 <0.01 Add 220.00% <0.01 $157.83 $2,525,280 SEC
2023   Q1 5,000 <0.01 Buy <0.01 $152.26 $761,300 SEC
2022   Q2 0 0.00 Sell 100.00% 0.01 SEC
2022   Q1 50,300 0.01 Add 2,415.00% <0.01 $165.98 $8,349,000 SEC
2021   Q4 2,000 <0.01 $168.00 $336,000 SEC
2021   Q3 2,000 <0.01 Reduce 92.31% <0.01 $156.50 $313,000 SEC
2021   Q2 26,000 <0.01 Reduce 69.59% <0.01 $158.62 $4,124,000 SEC
2021   Q1 85,500 0.01 Buy 0.01 $151.56 $12,958,000 SEC
2009   Q2 0 0.00 Sell 100.00% <0.01 SEC
2009   Q1 7,260 <0.01 Reduce 90.02% <0.01 $40.77 $296,000 SEC
2008   Q4 72,760 0.01 Buy 0.01 $49.52 $3,603,000 SEC