Obermeyer Wealth 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
Q2 | $576K | Hold |
2,966
| – | – | 0.03% | 146 |
|
|
2025
Q1 | $558K | Buy |
2,966
+160
| +6% | +$30.1K | 0.03% | 138 |
|
|
2024
Q4 | $519K | Sell |
2,806
-260
| -8% | -$48.1K | 0.03% | 145 |
|
|
2024
Q3 | $582K | Sell |
3,066
-330
| -10% | -$62.6K | 0.03% | 140 |
|
|
2024
Q2 | $593K | Sell |
3,396
-40
| -1% | -$6.98K | 0.03% | 134 |
|
|
2024
Q1 | $615K | Sell |
3,436
-97
| -3% | -$17.4K | 0.04% | 126 |
|
|
2023
Q4 | $584K | Hold |
3,533
| – | – | 0.04% | 103 |
|
|
2023
Q3 | $536K | Sell |
3,533
-159
| -4% | -$24.1K | 0.04% | 106 |
|
|
2023
Q2 | $583K | Hold |
3,692
| – | – | 0.04% | 108 |
|
|
2023
Q1 | $562K | Hold |
3,692
| – | – | 0.04% | 105 |
|
|
2022
Q4 | $560K | Buy |
3,692
+650
| +21% | +$98.6K | 0.04% | 107 |
|
|
2022
Q3 | $414K | Buy |
+3,042
| New | +$414K | 0.03% | 123 |
|