Robert Torray - Torray Investment Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $638,141,748
Holdings Activity Buys Sells    History
Holding/activity history for  iShares Russell 1000 Growth ETF (IWF)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 5,544 0.09 Reduce 30.46% 0.04 $106.60 $590,990 SEC
2025   Q4 7,972 0.14 Add 75.13% 0.06 $118.33 $943,287 SEC
2025   Q3 4,552 0.07 $117.10 $533,051 SEC
2025   Q2 4,552 0.07 $106.14 $483,172 SEC
2025   Q1 4,552 0.06 $90.27 $410,920 SEC
2024   Q4 4,552 0.07 $100.39 $456,998 SEC
2024   Q3 4,552 0.06 Reduce 12.33% <0.01 $93.84 $427,182 SEC
2024   Q2 5,192 0.07 $91.13 $473,134 SEC
2024   Q1 5,192 0.07 $84.26 $437,491 SEC
2023   Q4 5,192 0.06 $75.79 $393,515 SEC
2023   Q3 5,192 0.06 Reduce 9.61% <0.01 $66.50 $345,255 SEC
2023   Q2 5,744 0.07 $68.79 $395,158 SEC
2023   Q1 5,744 0.06 Reduce 46.83% 0.05 $61.08 $350,858 SEC
2022   Q4 10,804 0.10 Add 34.31% 0.03 $53.56 $578,662 SEC
2022   Q3 8,044 0.08 $52.59 $423,000 SEC
2022   Q2 8,044 0.08 $54.70 $440,000 SEC
2022   Q1 8,044 0.09 $69.37 $558,000 SEC
2021   Q4 8,044 0.09 $76.45 $615,000 SEC
2021   Q3 8,044 0.08 Reduce 18.29% 0.02 $68.50 $551,000 SEC
2021   Q2 9,844 0.10 $67.86 $668,000 SEC
2021   Q1 9,844 0.09 $60.75 $598,000 SEC
2020   Q4 9,844 0.10 $60.24 $593,000 SEC
2020   Q3 9,844 0.10 $54.25 $534,000 SEC
2020   Q2 9,844 0.09 Reduce 1.01% <0.01 $47.95 $472,000 SEC
2020   Q1 9,944 0.08 Reduce 7.99% <0.01 $37.71 $375,000 SEC
2019   Q4 10,808 0.08 Add 6.21% <0.01 $43.95 $475,000 SEC
2019   Q3 10,176 0.04 $39.90 $406,000 SEC
2019   Q2 10,176 0.04 Add 6.00% <0.01 $39.31 $400,000 SEC
2019   Q1 9,600 0.04 Reduce 86.57% 0.24 $37.81 $363,000 SEC
2018   Q4 71,456 0.28 Buy 0.28 $32.73 $2,339,000 SEC