Annapolis Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Annapolis Financial Services’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	$1.14K	Hold	6	–	–	﹤0.01%	360
2024 Q2	$1.05K	Hold	6	–	–	﹤0.01%	349
2024 Q1	$1.07K	Hold	6	–	–	﹤0.01%	341
2023 Q4	$992	Hold	6	–	–	﹤0.01%	447
2023 Q3	$911	Hold	6	–	–	﹤0.01%	456
2023 Q2	$947	Hold	6	–	–	﹤0.01%	461
2023 Q1	$914	Hold	6	–	–	﹤0.01%	424
2022 Q4	$910	Hold	6	–	–	﹤0.01%	409
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	481
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	415
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	436
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	439
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	425
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	400
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	391
2020 Q4	$1K	Buy	+6	New	+$770	﹤0.01%	390

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Annapolis Financial Services's IWD Position: Q3 2024 in Review

Annapolis Financial Services held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2024 at 6 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Annapolis Financial Services first reported a position in IWD in Q4 2020 and has held it in 16 quarters since. 1,580 funds tracked by Wall St. Rank hold IWD as of Q3 2024.

Annapolis Financial Services held 6 shares of iShares Russell 1000 Value ETF worth $1.14K as of Q3 2024.
Annapolis Financial Services left its iShares Russell 1000 Value ETF share count unchanged in Q3 2024.
iShares Russell 1000 Value ETF made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #360 holding.
Annapolis Financial Services first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 16 quarters since.
1,580 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.