Live Oak Investment Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | -$23.1K | – | 191 |
|
|
2024
Q4 | – | Hold |
0
| – | -$23.7K | – | 173 |
|
|
2024
Q3 | – | Hold |
0
| – | -$21.8K | – | 167 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 163 |
|
|
2023
Q4 | – | Hold |
0
| – | -$19K | – | 160 |
|
|
2023
Q3 | – | Hold |
0
| – | -$19.7K | – | 168 |
|
|
2023
Q2 | – | Hold |
0
| – | -$19K | – | 170 |
|
|
2023
Q1 | – | Hold |
0
| – | -$19K | – | 161 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 159 |
|