Oliver Luxxe Assets’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 | $396K | Buy |
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|
2025
Q2 | $377K | Sell |
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2025
Q1 | $407K | Sell |
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|
2024
Q4 | $971K | Buy |
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|
2024
Q3 | $526K | Buy |
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|
2024
Q2 | $456K | Sell |
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|
2024
Q1 | $500K | Sell |
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|
2023
Q4 | $567K | Sell |
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|
2023
Q3 | $531K | Sell |
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|
2023
Q2 | $601K | Sell |
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|
2023
Q1 | $622K | Sell |
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|
2022
Q4 | $810K | Buy |
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|
2022
Q3 | $682K | Buy |
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|
2022
Q2 | $680K | Buy |
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|
2022
Q1 | $761K | Sell |
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|
2021
Q4 | $779K | Buy |
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|
2021
Q3 | $653K | Buy |
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|
2021
Q2 | $629K | Buy |
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|
2021
Q1 | $562K | Buy |
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|
2020
Q4 | $388K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $209K | Hold |
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|
2018
Q1 | $209K | Sell |
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|
2017
Q4 | $257K | Buy |
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