Oxford Financial Group’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
2026
Q1
$8.7M Sell
40,737
-1,430
-3% -$313K 0.47% 27
2025
Q4
$8.87M Sell
42,167
-1,289
-3% -$266K 0.49% 26
2025
Q3
$8.85M Buy
43,456
+34
+0.1% +$6.76K 0.5% 27
2025
Q2
$8.43M Buy
43,422
+2,428
+6% +$450K 0.5% 27
2025
Q1
$7.71M Sell
40,994
-395
-1% -$75.2K 0.54% 27
2024
Q4
$7.66M Sell
41,389
-1,348
-3% -$259K 0.5% 26
2024
Q3
$8.11M Sell
42,737
-360
-0.8% -$65.6K 0.51% 27
2024
Q2
$7.52M Sell
43,097
-785
-2% -$137K 0.5% 27
2024
Q1
$7.86M Sell
43,882
-1,377
-3% -$233K 0.55% 24
2023
Q4
$7.48M Buy
45,259
+3,009
+7% +$465K 0.55% 28
2023
Q3
$6.41M Hold
42,250
0.55% 26
2023
Q2
$6.67M Hold
42,250
0.63% 23
2023
Q1
$6.43M Sell
42,250
-643
-1% -$99.3K 0.72% 22
2022
Q4
$6.5M Sell
42,893
-1,806
-4% -$270K 0.76% 22
2022
Q3
$6.08M Sell
44,699
-282
-0.6% -$42.4K 0.91% 17
2022
Q2
$6.52M Hold
44,981
0.96% 17
2022
Q1
$7.47M Sell
44,981
-3,677
-8% -$604K 0.95% 16
2021
Q4
$8.17M Sell
48,658
-4,907
-9% -$804K 0.92% 16
2021
Q3
$8.38M Sell
53,565
-180
-0.3% -$28.9K 1.07% 15
2021
Q2
$8.53M Sell
53,745
-191
-0.4% -$30.2K 1.14% 16
2021
Q1
$8.17M Sell
53,936
-755
-1% -$109K 1.13% 16
2020
Q4
$7.48M Sell
54,691
-504
-0.9% -$64.6K 1.08% 18
2020
Q3
$6.52M Buy
55,195
+2,464
+5% +$292K 1.05% 16
2020
Q2
$5.94M Buy
52,731
+2,500
+5% +$275K 1.01% 17
2020
Q1
$4.98M Sell
50,231
-4,996
-9% -$623K 1% 17
2019
Q4
$7.54M Buy
55,227
+151
+0.3% +$19.9K 2.09% 10
2019
Q3
$7.06M Buy
55,076
+10,682
+24% +$1.36M 2.23% 8
2019
Q2
$5.65M Hold
44,394
1.85% 10
2019
Q1
$5.48M Sell
44,394
-3,614
-8% -$434K 1.96% 9
2018
Q4
$5.33M Sell
48,008
-1,330
-3% -$159K 1.74% 15
2018
Q3
$6.25M Sell
49,338
-509
-1% -$63.9K 2.91% 8
2018
Q2
$6.05M Buy
49,847
+166
+0.3% +$20.2K 3.11% 8
2018
Q1
$5.96M Buy
49,681
+9,563
+24% +$1.19M 3.41% 8
2017
Q4
$4.99M Buy
40,118
+11,381
+40% +$1.38M 3.41% 7
2017
Q3
$3.41M Buy
28,737
+160
+0.6% +$18.6K 2.33% 9
2017
Q2
$3.33M Sell
28,577
-193
-0.7% -$22.2K 2.56% 8
2017
Q1
$3.31M Sell
28,770
-370
-1% -$42.4K 2.88% 7
2016
Q4
$3.27M Buy
+29,140
New +$3.15M 3.01% 8

Other funds holding IWD

Oxford Financial Group's IWD Position: Q1 2026 in Review

Oxford Financial Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.4% in Q1 2026, selling an estimated $313K and leaving 40,737 shares worth $8.7M. The position accounts for 0.47% of the portfolio, ranked #27.

Oxford Financial Group first reported a position in IWD in Q4 2016 and has held it in 38 quarters since. The position peaked at $8.87M in Q4 2025. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Oxford Financial Group held 40,737 shares of iShares Russell 1000 Value ETF worth $8.7M as of Q1 2026.
  • Oxford Financial Group sold 1,430 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $313K.
  • iShares Russell 1000 Value ETF made up 0.47% of Oxford Financial Group's portfolio in Q1 2026, its #27 holding.
  • Oxford Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 38 quarters since.
  • Oxford Financial Group's iShares Russell 1000 Value ETF position peaked at $8.87M in Q4 2025.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.