OneDigital Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
635
| – | – | ﹤0.01% | 1339 |
|
|
2025
Q1 | $202K | Sell |
635
-619
| -49% | -$197K | ﹤0.01% | 1329 |
|
|
2024
Q4 | $419K | Sell |
1,254
-360
| -22% | -$120K | ﹤0.01% | 960 |
|
|
2024
Q3 | $527K | Hold |
1,614
| – | – | 0.01% | 917 |
|
|
2024
Q2 | $498K | Buy |
1,614
+540
| +50% | +$167K | 0.01% | 901 |
|
|
2024
Q1 | $322K | Hold |
1,074
| – | – | 0.01% | 888 |
|
|
2023
Q4 | $294K | Hold |
1,074
| – | – | 0.01% | 916 |
|
|
2023
Q3 | $263K | Sell |
1,074
-71
| -6% | -$17.4K | 0.01% | 847 |
|
|
2023
Q2 | $291K | Buy |
1,145
+71
| +7% | +$18.1K | 0.01% | 838 |
|
|
2023
Q1 | $253K | Hold |
1,074
| – | – | 0.01% | 830 |
|
|
2022
Q4 | $237K | Sell |
1,074
-312
| -23% | -$68.9K | 0.01% | 727 |
|
|
2022
Q3 | $287K | Buy |
1,386
+12
| +0.9% | +$2.49K | 0.01% | 614 |
|
|
2022
Q2 | $299K | Buy |
1,374
+450
| +49% | +$97.9K | 0.01% | 558 |
|
|
2022
Q1 | $242K | Sell |
924
-629
| -41% | -$165K | 0.01% | 647 |
|
|
2021
Q4 | $431K | Buy |
+1,553
| New | +$431K | 0.02% | 480 |
|