Oak Family Advisors’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 | $260K | Hold |
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|
2025
Q2 | $248K | Sell |
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|
2025
Q1 | $253K | Sell |
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|
2024
Q4 | $271K | Sell |
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|
2024
Q3 | $287K | Hold |
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|
2024
Q2 | $264K | Hold |
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|
2024
Q1 | $271K | Hold |
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|
2023
Q4 | $250K | Sell |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $254K | Hold |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $328K | Hold |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $314K | Sell |
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|
2022
Q1 | $443K | Sell |
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|
2021
Q4 | $485K | Buy |
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|
2021
Q3 | $415K | Sell |
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|
2021
Q2 | $730K | Buy |
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|
2021
Q1 | $527K | Buy |
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|
2020
Q4 | $414K | Buy |
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