Obermeyer 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
Q3 | $604K | Hold |
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|
2025
Q2 | $576K | Hold |
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|
2025
Q1 | $558K | Buy |
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|
2024
Q4 | $519K | Sell |
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|
2024
Q3 | $582K | Sell |
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|
2024
Q2 | $593K | Sell |
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|
2024
Q1 | $615K | Sell |
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|
2023
Q4 | $584K | Hold |
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|
2023
Q3 | $536K | Sell |
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|
2023
Q2 | $583K | Hold |
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|
2023
Q1 | $562K | Hold |
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|
2022
Q4 | $560K | Buy |
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|
2022
Q3 | $414K | Buy |
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