ARS Investment Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

ARS Investment Partners’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 Q1	–	Sell	-1,298	Closed	-$214K	–	163
2023 Q4	$214K	Buy	+1,298	New	+$200K	0.02%	147
2023 Q3	–	Sell	-1,298	Closed	-$205K	–	159
2023 Q2	$205K	Buy	+1,298	New	+$198K	0.02%	147
2022 Q2	–	Sell	-1,782	Closed	-$296K	–	162
2022 Q1	$296K	Buy	1,782 +484	+37%	+$79.5K	0.03%	126
2021 Q4	$218K	Hold	1,298	–	–	0.02%	148
2021 Q3	$203K	Hold	1,298	–	–	0.02%	149
2021 Q2	$206K	Buy	+1,298	New	+$205K	0.02%	136

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ARS Investment Partners's IWD Position: Q1 2024 in Review

ARS Investment Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2024, closing a stake of 1,298 shares — an estimated $214K sold.

ARS Investment Partners first reported a position in IWD in Q2 2021 and held it in 6 quarters. The position peaked at $296K in Q1 2022. 1,545 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

ARS Investment Partners reported no remaining iShares Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
ARS Investment Partners sold 1,298 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $214K.
ARS Investment Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and held it in 6 quarters.
ARS Investment Partners's iShares Russell 1000 Value ETF position peaked at $296K in Q1 2022.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on ARS Investment Partners's 13F filing for Q1 2024, filed 2 May 2024.