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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.85M | Buy |
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|
2025
Q2 | $8.43M | Buy |
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|
2025
Q1 | $7.71M | Sell |
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|
2024
Q4 | $7.66M | Sell |
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|
2024
Q3 | $8.11M | Sell |
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|
2024
Q2 | $7.52M | Sell |
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|
2024
Q1 | $7.86M | Sell |
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|
2023
Q4 | $7.48M | Buy |
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|
2023
Q3 | $6.41M | Hold |
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|
2023
Q2 | $6.67M | Hold |
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|
2023
Q1 | $6.43M | Sell |
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|
2022
Q4 | $6.5M | Sell |
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|
2022
Q3 | $6.08M | Sell |
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|
2022
Q2 | $6.52M | Hold |
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|
2022
Q1 | $7.47M | Sell |
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|
2021
Q4 | $8.17M | Sell |
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|
2021
Q3 | $8.38M | Sell |
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|
2021
Q2 | $8.53M | Sell |
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|
2021
Q1 | $8.17M | Sell |
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|
2020
Q4 | $7.48M | Sell |
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|
2020
Q3 | $6.52M | Buy |
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|
2020
Q2 | $5.94M | Buy |
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|
2020
Q1 | $4.98M | Sell |
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|
2019
Q4 | $7.54M | Buy |
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|
2019
Q3 | $7.06M | Buy |
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|
2019
Q2 | $5.65M | Hold |
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|
2019
Q1 | $5.48M | Sell |
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|
2018
Q4 | $5.33M | Sell |
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|
2018
Q3 | $6.25M | Sell |
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|
2018
Q2 | $6.05M | Buy |
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|
2018
Q1 | $5.96M | Buy |
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|
2017
Q4 | $4.99M | Buy |
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|
2017
Q3 | $3.41M | Buy |
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|
2017
Q2 | $3.33M | Sell |
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|
2017
Q1 | $3.31M | Sell |
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|
2016
Q4 | $3.27M | Buy |
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