One Wealth Advisors’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 | $1.28M | Hold |
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|
2025
Q2 | $1.22M | Hold |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $2.64M | Buy |
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|
2024
Q3 | $675K | Hold |
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|
2024
Q2 | $633K | Hold |
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|
2024
Q1 | $637K | Sell |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $540K | Hold |
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|
2023
Q2 | $561K | Hold |
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|
2023
Q1 | $541K | Sell |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $484K | Buy |
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|
2022
Q2 | $489K | Hold |
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|
2022
Q1 | $560K | Sell |
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|
2021
Q4 | $999K | Buy |
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|
2021
Q3 | $528K | Hold |
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|
2021
Q2 | $536K | Buy |
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|
2021
Q1 | $366K | Sell |
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|
2020
Q4 | $437K | Buy |
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|
2020
Q3 | $301K | Hold |
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|
2020
Q2 | $287K | Sell |
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|
2020
Q1 | $324K | Sell |
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|
2019
Q4 | $759K | Buy |
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|
2019
Q3 | $402K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $129K | Sell |
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|
2018
Q4 | $4.01M | Buy |
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|
2018
Q3 | $276K | Sell |
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|
2018
Q2 | $323K | Buy |
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|
2018
Q1 | $125K | Buy |
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|
2017
Q4 | $81K | Buy |
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