49 Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

49 Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,721	Closed	-$504K	–	199
2024 Q4	$504K	Buy	+2,721	New	+$522K	0.07%	84

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

49 Wealth Management's IWD Position: Q1 2025 in Review

49 Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2025, closing a stake of 2,721 shares — an estimated $504K sold.

49 Wealth Management first reported a position in IWD in Q4 2024 and held it in 1 quarter. The position peaked at $504K in Q4 2024. 1,714 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

49 Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
49 Wealth Management sold 2,721 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $504K.
49 Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and held it in 1 quarter.
49 Wealth Management's iShares Russell 1000 Value ETF position peaked at $504K in Q4 2024.
1,714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on 49 Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.