OneDigital Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $527K | Hold |
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|
2024
Q2 | $498K | Buy |
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|
2024
Q1 | $322K | Hold |
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|
2023
Q4 | $294K | Hold |
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|
2023
Q3 | $263K | Sell |
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|
2023
Q2 | $291K | Buy |
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|
2023
Q1 | $253K | Hold |
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|
2022
Q4 | $237K | Sell |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $242K | Sell |
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|
2021
Q4 | $431K | Buy |
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