No House member has disclosed a IWD trade since 2025.
From the House's STOCK Act reports (Senate not included). Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.5 | 2.6 | -5.3 | 8.2 | 2.9 | 1.9 | 3.9 | 2.0 | -3.5 | 2.7 | +21.1% | ||
| 2025 | 4.5 | 0.4 | -3.2 | -3.1 | 3.5 | 3.0 | 0.6 | 3.2 | 1.0 | 0.5 | 2.6 | 0.2 | +13.6% |
| 2024 | 0.1 | 3.6 | 4.6 | -4.2 | 3.3 | -1.5 | 5.1 | 2.7 | 0.8 | -1.1 | 6.5 | -7.3 | +12.0% |
| 2023 | 5.1 | -3.5 | -1.0 | 1.6 | -3.9 | 6.2 | 3.5 | -2.7 | -4.5 | -3.6 | 7.6 | 4.9 | +9.0% |
| 2022 | -2.4 | -1.2 | 2.5 | -5.8 | 2.0 | -9.1 | 6.6 | -3.0 | -9.3 | 10.1 | 6.2 | -4.6 | −9.7% |
| 2021 | -0.9 | 6.0 | 5.6 | 4.0 | 2.3 | -1.6 | 0.9 | 2.0 | -4.0 | 5.1 | -3.6 | 5.8 | +22.8% |
| 2020 | -2.1 | -9.3 | -18.1 | 11.2 | 3.5 | -1.3 | 4.0 | 4.1 | -3.1 | -1.2 | 13.4 | 3.3 | +0.2% |
| 2019 | 7.6 | 3.2 | 0.1 | 3.4 | -6.4 | 6.4 | 1.0 | -3.0 | 3.0 | 1.4 | 3.1 | 1.8 | +22.9% |
| 2018 | 3.8 | -4.8 | -2.3 | 0.3 | 0.6 | 0.3 | 3.2 | 1.4 | -0.4 | -5.2 | 2.8 | -10.1 | −10.7% |
| 2017 | 0.6 | 3.5 | -1.5 | -0.2 | -0.2 | 1.7 | 0.7 | -1.2 | 2.3 | 0.7 | 3.0 | 1.1 | +11.0% |
| 2016 | -5.3 | 0.0 | 6.6 | 2.1 | 1.5 | 0.8 | 2.3 | 0.8 | -0.7 | -1.5 | 5.6 | 1.9 | +14.5% |
| 2015 | -3.9 | 4.8 | -1.9 | 0.9 | 1.2 | -2.0 | -0.2 | -6.0 | -3.6 | 7.5 | 0.4 | -2.9 | −6.3% |
| 2014 | -3.6 | 4.3 | 1.9 | 0.9 | 1.4 | 2.6 | -2.2 | 3.6 | -2.5 | 2.1 | 2.2 | -0.0 | +10.9% |
| 2013 | 6.4 | 1.2 | 3.5 | 1.5 | 2.7 | -0.9 | 4.8 | -3.8 | 2.0 | 4.4 | 2.7 | 1.9 | +29.3% |
| 2012 | 3.8 | 3.6 | 2.6 | -1.0 | -5.8 | 4.4 | 0.9 | 2.3 | 2.6 | -0.5 | -0.1 | 1.5 | +14.7% |
| 2011 | 2.2 | 3.8 | -0.2 | 2.6 | -1.0 | -2.1 | -3.9 | -6.1 | -8.1 | 11.5 | -0.7 | 1.4 | −2.1% |
| 2010 | -2.8 | 3.1 | 6.2 | 2.6 | -8.2 | -5.8 | 6.2 | -4.2 | 7.0 | 3.1 | -0.6 | 7.3 | +13.0% |
| 2009 | -11.6 | -13.2 | 7.2 | 10.6 | 6.7 | -1.0 | 7.1 | 5.4 | 3.3 | -3.2 | 5.7 | 1.1 | +15.9% |
| 2008 | -4.0 | -3.9 | -0.8 | 4.2 | -0.2 | -9.5 | -1.1 | 1.7 | -8.0 | -17.0 | -7.5 | 0.9 | −38.3% |
| 2007 | 1.2 | -1.5 | 0.9 | 3.7 | 3.6 | -2.8 | -5.0 | 1.5 | 2.7 | 0.1 | -4.8 | -2.0 | −3.0% |
The underlying index is a subset of the Russell 1000® Index, which measures the performance of the large- and mid-capitalization sector of the U.S. equity market, as defined by Russell. BFA uses a representative sampling indexing strategy to manage the fund. The fund may use derivatives to gain or reduce exposure to the components of the underlying index or exposure to one or more market risk factors associated with such components.