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9258 Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

9258 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
2024
Q3 		$263K Hold
1,387
– – 0.04% 290
2024
Q2 		$242K Hold
1,387
– – 0.04% 297
2024
Q1 		$248K Hold
1,387
– – 0.04% 288
2023
Q4 		$229K Buy
+1,387
New +$214K 0.04% 289

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

9258 Wealth Management's IWD Position: Q3 2024 in Review

9258 Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2024 at 1,387 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #290.

9258 Wealth Management first reported a position in IWD in Q4 2023 and has held it in 4 quarters since. 1,580 funds tracked by Wall St. Rank hold IWD as of Q3 2024.

  • 9258 Wealth Management held 1,387 shares of iShares Russell 1000 Value ETF worth $263K as of Q3 2024.
  • 9258 Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q3 2024.
  • iShares Russell 1000 Value ETF made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #290 holding.
  • 9258 Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,580 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.