Oxler Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Sell |
2,879
-122
| -4% | -$23.7K | 0.18% | 60 |
|
|
2025
Q1 | $565K | Buy |
3,001
+9
| +0.3% | +$1.69K | 0.2% | 59 |
|
|
2024
Q4 | $554K | Buy |
2,992
+12
| +0.4% | +$2.22K | 0.18% | 61 |
|
|
2024
Q3 | $566K | Buy |
2,980
+11
| +0.4% | +$2.09K | 0.2% | 60 |
|
|
2024
Q2 | $518K | Buy |
2,969
+9
| +0.3% | +$1.57K | 0.19% | 59 |
|
|
2024
Q1 | $530K | Buy |
2,960
+9
| +0.3% | +$1.61K | 0.21% | 61 |
|
|
2023
Q4 | $488K | Buy |
2,951
+27
| +0.9% | +$4.46K | 0.4% | 45 |
|
|
2023
Q3 | $444K | Sell |
2,924
-1
| -0% | -$152 | 0.22% | 73 |
|
|
2023
Q2 | $462K | Buy |
2,925
+8
| +0.3% | +$1.26K | 0.22% | 73 |
|
|
2023
Q1 | $444K | Buy |
2,917
+11
| +0.4% | +$1.68K | 0.22% | 73 |
|
|
2022
Q4 | $441K | Buy |
2,906
+14
| +0.5% | +$2.12K | 0.24% | 72 |
|
|
2022
Q3 | $437K | Buy |
2,892
+13
| +0.5% | +$1.96K | 0.24% | 74 |
|
|
2022
Q2 | $417K | Buy |
2,879
+13
| +0.5% | +$1.89K | 0.2% | 81 |
|
|
2022
Q1 | $475K | Buy |
2,866
+12
| +0.4% | +$1.99K | 0.21% | 85 |
|
|
2021
Q4 | $479K | Buy |
2,854
+12
| +0.4% | +$2.01K | 0.2% | 96 |
|
|
2021
Q3 | $444K | Hold |
2,842
| – | – | 0.2% | 98 |
|
|
2021
Q2 | $450K | Buy |
2,842
+125
| +5% | +$19.8K | 0.2% | 101 |
|
|
2021
Q1 | $411K | Hold |
2,717
| – | – | 0.21% | 92 |
|
|
2020
Q4 | $371K | Buy |
+2,717
| New | +$371K | 0.21% | 80 |
|