Oak Harbor Wealth Partners’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
Q2 | $333K | Hold |
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|
2025
Q1 | $323K | Hold |
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|
2024
Q4 | $317K | Sell |
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|
2024
Q3 | $498K | Sell |
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|
2024
Q2 | $511K | Hold |
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|
2024
Q1 | $525K | Sell |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $496K | Sell |
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|
2023
Q2 | $517K | Hold |
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|
2023
Q1 | $499K | Buy |
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|
2022
Q4 | $482K | Buy |
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|
2022
Q3 | $381K | Hold |
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|
2022
Q2 | $407K | Hold |
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|
2022
Q1 | $466K | Hold |
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|
2021
Q4 | $471K | Buy |
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