Oxler Private Wealth’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 | $588K | Buy |
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|
2025
Q2 | $559K | Sell |
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|
2025
Q1 | $565K | Buy |
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|
2024
Q4 | $554K | Buy |
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|
2024
Q3 | $566K | Buy |
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|
2024
Q2 | $518K | Buy |
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|
2024
Q1 | $530K | Buy |
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|
2023
Q4 | $488K | Buy |
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|
2023
Q3 | $444K | Sell |
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|
2023
Q2 | $462K | Buy |
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|
2023
Q1 | $444K | Buy |
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|
2022
Q4 | $441K | Buy |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $417K | Buy |
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|
2022
Q1 | $475K | Buy |
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|
2021
Q4 | $479K | Buy |
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|
2021
Q3 | $444K | Hold |
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|
2021
Q2 | $450K | Buy |
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|
2021
Q1 | $411K | Hold |
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|
2020
Q4 | $371K | Buy |
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