Live Oak Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.15M | Buy |
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|
2025
Q2 | $1.1M | Sell |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $950K | Sell |
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|
2024
Q3 | $987K | Buy |
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|
2024
Q2 | $848K | Buy |
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|
2024
Q1 | $819K | Buy |
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|
2023
Q4 | $702K | Sell |
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|
2023
Q3 | $649K | Buy |
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|
2023
Q2 | $664K | Buy |
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|
2023
Q1 | $556K | Sell |
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|
2022
Q4 | $583K | Sell |
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|
2022
Q3 | $539K | Sell |
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|
2022
Q2 | $577K | Sell |
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|
2022
Q1 | $711K | Buy |
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|
2021
Q4 | $710K | Buy |
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|
2021
Q3 | $652K | Sell |
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|
2021
Q2 | $676K | Buy |
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|
2021
Q1 | $546K | Buy |
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|
2020
Q4 | $472K | Buy |
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|
2020
Q3 | $392K | Sell |
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|
2020
Q2 | $390K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Buy |
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