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

Avondale 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 Q4	–	Sell	-828	Closed	-$157K	–	115
2024 Q3	$157K	Hold	828	–	–	0.1%	50
2024 Q2	$144K	Sell	828 -626	-43%	-$109K	0.1%	57
2024 Q1	$260K	Hold	1,454	–	–	0.18%	42
2023 Q4	$240K	Sell	1,454 -235	-14%	-$36.3K	0.19%	41
2023 Q3	$256K	Hold	1,689	–	–	0.23%	41
2023 Q2	$267K	Sell	1,689 -247	-13%	-$37.8K	0.22%	39
2023 Q1	$295K	Hold	1,936	–	–	0.25%	36
2022 Q4	$294K	Hold	1,936	–	–	0.25%	29
2022 Q3	$263K	Hold	1,936	–	–	0.29%	29
2022 Q2	$281K	Sell	1,936 -335	-15%	-$52.4K	0.33%	30
2022 Q1	$377K	Hold	2,271	–	–	0.44%	28
2021 Q4	$381K	Hold	2,271	–	–	0.39%	32
2021 Q3	$355K	Hold	2,271	–	–	0.35%	31
2021 Q2	$360K	Hold	2,271	–	–	0.34%	34
2021 Q1	$344K	Hold	2,271	–	–	0.34%	32
2020 Q4	$311K	Hold	2,271	–	–	0.36%	23
2020 Q3	$268K	Hold	2,271	–	–	0.41%	23
2020 Q2	$256K	Hold	2,271	–	–	0.36%	22
2020 Q1	$225K	Hold	2,271	–	–	0.36%	22
2019 Q4	$310K	Hold	2,271	–	–	0.45%	17
2019 Q3	$291K	Hold	2,271	–	–	0.48%	17
2019 Q2	$289K	Hold	2,271	–	–	0.21%	19
2019 Q1	$280K	Hold	2,271	–	–	0.22%	17
2018 Q4	$252K	Hold	2,271	–	–	0.21%	18
2018 Q3	$288K	Hold	2,271	–	–	0.27%	13
2018 Q2	$276K	Hold	2,271	–	–	0.23%	15
2018 Q1	$272K	Hold	2,271	–	–	0.22%	16
2017 Q4	$282K	Buy	+2,271	New	+$275K	0.25%	18

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Avondale Wealth Management's IWD Position: Q4 2024 in Review

Avondale Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2024, closing a stake of 828 shares — an estimated $157K sold.

Avondale Wealth Management first reported a position in IWD in Q4 2017 and held it in 28 quarters. The position peaked at $381K in Q4 2021. 1,737 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

Avondale Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
Avondale Wealth Management sold 828 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $157K.
Avondale Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and held it in 28 quarters.
Avondale Wealth Management's iShares Russell 1000 Value ETF position peaked at $381K in Q4 2021.
1,737 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Avondale Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.