OIA
OneDigital Investment Advisors’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 | $7.39M | Buy |
38,057
+2,271
| +6% | +$441K | 0.08% | 192 |
|
|
2025
Q1 | $6.73M | Sell |
35,786
-2,777
| -7% | -$523K | 0.08% | 192 |
|
|
2024
Q4 | $7.14M | Buy |
38,563
+345
| +0.9% | +$63.9K | 0.08% | 190 |
|
|
2024
Q3 | $7.25M | Buy |
38,218
+1,775
| +5% | +$337K | 0.08% | 191 |
|
|
2024
Q2 | $6.36M | Buy |
36,443
+725
| +2% | +$126K | 0.08% | 195 |
|
|
2024
Q1 | $6.4M | Sell |
35,718
-15
| -0% | -$2.69K | 0.1% | 171 |
|
|
2023
Q4 | $5.9M | Sell |
35,733
-10,087
| -22% | -$1.67M | 0.1% | 164 |
|
|
2023
Q3 | $6.96M | Sell |
45,820
-192
| -0.4% | -$29.1K | 0.15% | 128 |
|
|
2023
Q2 | $7.26M | Sell |
46,012
-176
| -0.4% | -$27.8K | 0.16% | 116 |
|
|
2023
Q1 | $7.03M | Buy |
46,188
+4,985
| +12% | +$759K | 0.16% | 113 |
|
|
2022
Q4 | $6.25M | Buy |
41,203
+19,886
| +93% | +$3.02M | 0.18% | 110 |
|
|
2022
Q3 | $2.9M | Buy |
21,317
+510
| +2% | +$69.4K | 0.11% | 139 |
|
|
2022
Q2 | $3.02M | Buy |
20,807
+642
| +3% | +$93.1K | 0.13% | 116 |
|
|
2022
Q1 | $3.35M | Sell |
20,165
-746
| -4% | -$124K | 0.13% | 109 |
|
|
2021
Q4 | $3.51M | Buy |
20,911
+725
| +4% | +$122K | 0.12% | 105 |
|
|
2021
Q3 | $3.16M | Sell |
20,186
-17
| -0.1% | -$2.66K | 0.13% | 108 |
|
|
2021
Q2 | $3.2M | Sell |
20,203
-1,601
| -7% | -$254K | 0.13% | 104 |
|
|
2021
Q1 | $3.3M | Buy |
21,804
+698
| +3% | +$106K | 0.15% | 96 |
|
|
2020
Q4 | $2.94M | Sell |
21,106
-611
| -3% | -$85.1K | 0.15% | 96 |
|
|
2020
Q3 | $2.57M | Sell |
21,717
-1,274
| -6% | -$151K | 0.18% | 97 |
|
|
2020
Q2 | $2.67M | Sell |
22,991
-1,050
| -4% | -$122K | 0.19% | 105 |
|
|
2020
Q1 | $2.45M | Buy |
24,041
+891
| +4% | +$90.7K | 0.22% | 99 |
|
|
2019
Q4 | $3.16M | Buy |
23,150
+12
| +0.1% | +$1.64K | 0.25% | 93 |
|
|
2019
Q3 | $2.97M | Sell |
23,138
-1
| -0% | -$128 | 0.27% | 84 |
|
|
2019
Q2 | $2.94M | Sell |
23,139
-216
| -0.9% | -$27.5K | 0.23% | 70 |
|
|
2019
Q1 | $2.92M | Buy |
23,355
+5,164
| +28% | +$645K | 0.43% | 54 |
|
|
2018
Q4 | $2.02M | Sell |
18,191
-207
| -1% | -$23K | 0.34% | 70 |
|
|
2018
Q3 | $2.33M | Sell |
18,398
-237
| -1% | -$30K | 0.55% | 32 |
|
|
2018
Q2 | $2.26M | Sell |
18,635
-126
| -0.7% | -$15.3K | 0.47% | 38 |
|
|
2018
Q1 | $2.25M | Sell |
18,761
-7,850
| -29% | -$942K | 0.49% | 43 |
|
|
2017
Q4 | $2.31M | Buy |
26,611
+25,442
| +2,176% | +$2.21M | 0.26% | 43 |
|
|
2017
Q3 | $138K | Sell |
1,169
-10,839
| -90% | -$1.28M | 0.05% | 181 |
|
|
2017
Q2 | $1.4M | Buy |
+12,008
| New | +$1.4M | 0.42% | 46 |
|