OneDigital Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

OneDigital Investment Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$21.7M	Sell	63,796 -382	-0.6%	-$130K	0.24%	86
2025 Q1	$19.7M	Sell	64,178 -2,896	-4%	-$888K	0.23%	89
2024 Q4	$21.6M	Sell	67,074 -2,322	-3%	-$748K	0.25%	77
2024 Q3	$21.8M	Sell	69,396 -2,311	-3%	-$727K	0.25%	78
2024 Q2	$21.3M	Buy	71,707 +17,081	+31%	+$5.08M	0.27%	73
2024 Q1	$15.7M	Buy	54,626 +4,852	+10%	+$1.4M	0.25%	90
2023 Q4	$13.1M	Sell	49,774 -12,930	-21%	-$3.39M	0.23%	94
2023 Q3	$14.7M	Sell	62,704 -4,728	-7%	-$1.11M	0.32%	71
2023 Q2	$16.4M	Sell	67,432 -365	-0.5%	-$89K	0.36%	60
2023 Q1	$15.3M	Buy	67,797 +1,611	+2%	+$363K	0.36%	58
2022 Q4	$13.9M	Buy	66,186 +52,089	+370%	+$11M	0.4%	54
2022 Q3	$2.78M	Buy	14,097 +9,823	+230%	+$1.94M	0.1%	147
2022 Q2	$888K	Buy	4,274 +5	+0.1%	+$1.04K	0.04%	278
2022 Q1	$1.07M	Buy	4,269 +4	+0.1%	+$1K	0.04%	259
2021 Q4	$1.13M	Sell	4,265 -633	-13%	-$167K	0.04%	255
2021 Q3	$1.18M	Hold	4,898	–	–	0.05%	235
2021 Q2	$1.19M	Buy	4,898 +8	+0.2%	+$1.94K	0.05%	224
2021 Q1	$1.09M	Buy	4,890 +1,077	+28%	+$241K	0.05%	226
2020 Q4	$808K	Buy	3,813 +470	+14%	+$99.6K	0.04%	259
2020 Q3	$626K	Sell	3,343 -158	-5%	-$29.6K	0.04%	268
2020 Q2	$601K	Buy	3,501 +11	+0.3%	+$1.89K	0.04%	270
2020 Q1	$494K	Hold	3,490	–	–	0.04%	278
2019 Q4	$623K	Sell	3,490 -33	-0.9%	-$5.89K	0.05%	262
2019 Q3	$580K	Sell	3,523 -1,832	-34%	-$302K	0.05%	249
2019 Q2	$872K	Buy	5,355 +1,960	+58%	+$319K	0.07%	172
2019 Q1	$534K	Buy	3,395 +2,197	+183%	+$346K	0.08%	165
2018 Q4	$166K	Buy	1,198 +13	+1%	+$1.8K	0.03%	283
2018 Q3	$192K	Buy	1,185 +5	+0.4%	+$810	0.05%	188
2018 Q2	$179K	Hold	1,180	–	–	0.04%	235
2018 Q1	$173K	Buy	1,180 +5	+0.4%	+$733	0.04%	243
2017 Q4	$175K	Buy	1,175 +10	+0.9%	+$1.49K	0.02%	245
2017 Q3	$163K	Buy	1,165 +6	+0.5%	+$839	0.06%	162
2017 Q2	$157K	Buy	+1,159	New	+$157K	0.05%	231