Oxford Financial Group’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 | $2.23M | Buy |
6,364
+284
| +5% | +$99.7K | 0.13% | 52 |
|
|
2025
Q1 | $1.93M | Sell |
6,080
-42
| -0.7% | -$13.3K | 0.14% | 52 |
|
|
2024
Q4 | $2.05M | Hold |
6,122
| – | – | 0.13% | 55 |
|
|
2024
Q3 | $2M | Hold |
6,122
| – | – | 0.13% | 57 |
|
|
2024
Q2 | $1.89M | Sell |
6,122
-854
| -12% | -$264K | 0.12% | 63 |
|
|
2024
Q1 | $2.09M | Hold |
6,976
| – | – | 0.15% | 49 |
|
|
2023
Q4 | $1.91M | Hold |
6,976
| – | – | 0.14% | 52 |
|
|
2023
Q3 | $1.71M | Buy |
6,976
+35
| +0.5% | +$8.58K | 0.15% | 48 |
|
|
2023
Q2 | $1.77M | Hold |
6,941
| – | – | 0.17% | 50 |
|
|
2023
Q1 | $1.63M | Buy |
6,941
+38
| +0.6% | +$8.95K | 0.18% | 46 |
|
|
2022
Q4 | $1.52M | Hold |
6,903
| – | – | 0.18% | 48 |
|
|
2022
Q3 | $1.43M | Buy |
6,903
+8
| +0.1% | +$1.66K | 0.22% | 46 |
|
|
2022
Q2 | $1.5M | Sell |
6,895
-323
| -4% | -$70.2K | 0.22% | 48 |
|
|
2022
Q1 | $1.89M | Hold |
7,218
| – | – | 0.24% | 42 |
|
|
2021
Q4 | $2M | Buy |
7,218
+339
| +5% | +$94.1K | 0.23% | 43 |
|
|
2021
Q3 | $1.75M | Hold |
6,879
| – | – | 0.22% | 41 |
|
|
2021
Q2 | $1.76M | Hold |
6,879
| – | – | 0.24% | 43 |
|
|
2021
Q1 | $1.63M | Buy |
6,879
+698
| +11% | +$166K | 0.23% | 41 |
|
|
2020
Q4 | $1.38M | Hold |
6,181
| – | – | 0.2% | 44 |
|
|
2020
Q3 | $1.21M | Hold |
6,181
| – | – | 0.2% | 44 |
|
|
2020
Q2 | $1.11M | Buy |
6,181
+9
| +0.1% | +$1.62K | 0.19% | 51 |
|
|
2020
Q1 | $915K | Buy |
6,172
+425
| +7% | +$63K | 0.18% | 54 |
|
|
2019
Q4 | $1.08M | Buy |
+5,747
| New | +$1.08M | 0.3% | 35 |
|