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Oder Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$424K Sell
2,183
-5
-0.2% -$971 0.32% 72
2025
Q1
$412K Buy
2,188
+79
+4% +$14.9K 0.35% 72
2024
Q4
$391K Hold
2,109
0.33% 71
2024
Q3
$400K Buy
2,109
+1
+0% +$190 0.34% 72
2024
Q2
$368K Hold
2,108
0.33% 77
2024
Q1
$378K Hold
2,108
0.35% 75
2023
Q4
$348K Hold
2,108
0.34% 75
2023
Q3
$320K Hold
2,108
0.35% 73
2023
Q2
$333K Sell
2,108
-415
-16% -$65.5K 0.36% 70
2023
Q1
$383K Hold
2,523
0.45% 63
2022
Q4
$383K Buy
2,523
+1
+0% +$152 0.48% 58
2022
Q3
$343K Hold
2,522
0.4% 62
2022
Q2
$366K Hold
2,522
0.45% 60
2022
Q1
$419K Hold
2,522
0.48% 57
2021
Q4
$424K Buy
2,522
+1
+0% +$168 0.6% 48
2021
Q3
$394K Hold
2,521
0.58% 53
2021
Q2
$399K Sell
2,521
-75
-3% -$11.9K 0.52% 56
2021
Q1
$393K Hold
2,596
0.54% 53
2020
Q4
$356K Buy
+2,596
New +$356K 0.35% 64