Oldfather Financial Services’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 | $8.52M | Buy |
43,869
+406
| +0.9% | +$78.9K | 2.93% | 9 |
|
|
2025
Q1 | $8.18M | Buy |
43,463
+209
| +0.5% | +$39.3K | 3.1% | 9 |
|
|
2024
Q4 | $8.01M | Buy |
43,254
+271
| +0.6% | +$50.2K | 3.05% | 7 |
|
|
2024
Q3 | $8.16M | Sell |
42,983
-1,082
| -2% | -$205K | 3.14% | 7 |
|
|
2024
Q2 | $7.69M | Buy |
44,065
+196
| +0.4% | +$34.2K | 3.15% | 7 |
|
|
2024
Q1 | $7.86M | Buy |
43,869
+153
| +0.3% | +$27.4K | 3.23% | 7 |
|
|
2023
Q4 | $7.22M | Buy |
43,716
+595
| +1% | +$98.3K | 3.22% | 8 |
|
|
2023
Q3 | $6.55M | Buy |
43,121
+987
| +2% | +$150K | 3.32% | 7 |
|
|
2023
Q2 | $6.65M | Sell |
42,134
-261
| -0.6% | -$41.2K | 3.25% | 8 |
|
|
2023
Q1 | $6.46M | Buy |
42,395
+1,526
| +4% | +$232K | 3.34% | 8 |
|
|
2022
Q4 | $6.2M | Buy |
40,869
+7,642
| +23% | +$1.16M | 3.53% | 5 |
|
|
2022
Q3 | $4.52M | Buy |
33,227
+239
| +0.7% | +$32.5K | 2.83% | 9 |
|
|
2022
Q2 | $5M | Buy |
32,988
+1,515
| +5% | +$230K | 2.86% | 9 |
|
|
2022
Q1 | $5.08M | Buy |
31,473
+891
| +3% | +$144K | 2.76% | 9 |
|
|
2021
Q4 | $5.04M | Buy |
30,582
+2,438
| +9% | +$402K | 2.65% | 9 |
|
|
2021
Q3 | $4.7M | Buy |
28,144
+565
| +2% | +$94.3K | 2.41% | 10 |
|
|
2021
Q2 | $4.47M | Buy |
27,579
+1,023
| +4% | +$166K | 2.44% | 10 |
|
|
2021
Q1 | $4.09M | Buy |
26,556
+2,540
| +11% | +$391K | 2.35% | 10 |
|
|
2020
Q4 | $3.41M | Buy |
24,016
+632
| +3% | +$89.7K | 2.02% | 11 |
|
|
2020
Q3 | $2.86M | Buy |
23,384
+692
| +3% | +$84.8K | 2.04% | 12 |
|
|
2020
Q2 | $2.67M | Sell |
22,692
-1,577
| -6% | -$185K | 2.07% | 12 |
|
|
2020
Q1 | $2.58M | Buy |
24,269
+4,771
| +24% | +$506K | 2.45% | 9 |
|
|
2019
Q4 | $2.64M | Buy |
+19,498
| New | +$2.64M | 2.45% | 10 |
|