Oxford Financial Group’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
Q3 | $2.4M | Sell |
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|
2025
Q2 | $2.23M | Buy |
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|
2025
Q1 | $1.93M | Sell |
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|
2024
Q4 | $2.05M | Hold |
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|
2024
Q3 | $2M | Hold |
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|
2024
Q2 | $1.89M | Sell |
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|
2024
Q1 | $2.09M | Hold |
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|
2023
Q4 | $1.91M | Hold |
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $1.77M | Hold |
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|
2023
Q1 | $1.63M | Buy |
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|
2022
Q4 | $1.52M | Hold |
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|
2022
Q3 | $1.43M | Buy |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $1.89M | Hold |
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|
2021
Q4 | $2M | Buy |
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|
2021
Q3 | $1.75M | Hold |
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|
2021
Q2 | $1.76M | Hold |
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|
2021
Q1 | $1.63M | Buy |
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|
2020
Q4 | $1.38M | Hold |
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|
2020
Q3 | $1.21M | Hold |
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|
2020
Q2 | $1.11M | Buy |
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|
2020
Q1 | $915K | Buy |
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|
2019
Q4 | $1.08M | Buy |
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