OneDigital Investment 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
Q2 | $7.39M | Buy |
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|
2025
Q1 | $6.73M | Sell |
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|
2024
Q4 | $7.14M | Buy |
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|
2024
Q3 | $7.25M | Buy |
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|
2024
Q2 | $6.36M | Buy |
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|
2024
Q1 | $6.4M | Sell |
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|
2023
Q4 | $5.9M | Sell |
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|
2023
Q3 | $6.96M | Sell |
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|
2023
Q2 | $7.26M | Sell |
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|
2023
Q1 | $7.03M | Buy |
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|
2022
Q4 | $6.25M | Buy |
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|
2022
Q3 | $2.9M | Buy |
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|
2022
Q2 | $3.02M | Buy |
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|
2022
Q1 | $3.35M | Sell |
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|
2021
Q4 | $3.51M | Buy |
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|
2021
Q3 | $3.16M | Sell |
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|
2021
Q2 | $3.2M | Sell |
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|
2021
Q1 | $3.3M | Buy |
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|
2020
Q4 | $2.94M | Sell |
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|
2020
Q3 | $2.57M | Sell |
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|
2020
Q2 | $2.67M | Sell |
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|
2020
Q1 | $2.45M | Buy |
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|
2019
Q4 | $3.16M | Buy |
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|
2019
Q3 | $2.97M | Sell |
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|
2019
Q2 | $2.94M | Sell |
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|
2019
Q1 | $2.92M | Buy |
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|
2018
Q4 | $2.02M | Sell |
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|
2018
Q3 | $2.33M | Sell |
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|
2018
Q2 | $2.26M | Sell |
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|
2018
Q1 | $2.25M | Sell |
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|
2017
Q4 | $2.31M | Buy |
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|
2017
Q3 | $138K | Sell |
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|
2017
Q2 | $1.4M | Buy |
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