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AGA
Accuvest Global Advisors’s
iShares Russell 1000 Value ETF
IWD
Stock Holding History
Accuvest Global Advisors’s Portfolio
IWD Stock Details
IWD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-114,908
Closed
-$17.4M
–
138
2022
Q4
$17.4M
Buy
114,908
+82,040
+250%
+$12.3M
5.78%
3
2022
Q3
$4.47M
Sell
32,868
-12,138
-27%
-$1.82M
3.06%
5
2022
Q2
$6.53M
Buy
45,006
+67
+0.1%
+$10.5K
4.2%
5
2022
Q1
$7.46M
Buy
44,939
+24,726
+122%
+$4.06M
3.74%
4
2021
Q4
$3.39M
Sell
20,213
-7,450
-27%
-$1.22M
1.49%
24
2021
Q3
$4.4M
Sell
27,663
-19,878
-42%
-$3.19M
2.08%
16
2021
Q2
$7.54M
Sell
47,541
-2,742
-5%
-$434K
3.79%
3
2021
Q1
$7.62M
Buy
50,283
+47,546
+1,737%
+$6.88M
4.08%
2
2020
Q4
$374K
Buy
+2,737
New
+$351K
1.14%
19
2019
Q1
–
Sell
-4,000
Closed
-$444K
–
118
2018
Q4
$444K
Hold
4,000
–
–
0.23%
70
2018
Q3
$506K
Hold
4,000
–
–
0.19%
96
2018
Q2
$486K
Buy
+4,000
New
+$486K
0.19%
74
2014
Q3
–
Sell
-99,565
Closed
-$10.1M
–
79
2014
Q2
$10.1M
Buy
+99,565
New
+$9.76M
3.09%
9
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
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
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
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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