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Beach Investment Counsel’s iShares Russell 1000 Value ETF IWD Stock Holding History

Beach Investment Counsel’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
-1,000
Closed -$190K – 164
2024
Q3 		$190K Hold
1,000
– – 0.02% 133
2024
Q2 		$174K Buy
+1,000
New +$175K 0.02% 133
2022
Q2 		– Sell
-1,223
Closed -$203K – 161
2022
Q1 		$203K Hold
1,223
– – 0.02% 159
2021
Q4 		$205K Buy
+1,223
New +$200K 0.03% 140

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Beach Investment Counsel's IWD Position: Q4 2024 in Review

Beach Investment Counsel sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2024, closing a stake of 1,000 shares — an estimated $190K sold.

Beach Investment Counsel first reported a position in IWD in Q4 2021 and held it in 4 quarters. The position peaked at $205K in Q4 2021. 1,735 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

  • Beach Investment Counsel reported no remaining iShares Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 1,000 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $190K.
  • Beach Investment Counsel first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 4 quarters.
  • Beach Investment Counsel's iShares Russell 1000 Value ETF position peaked at $205K in Q4 2021.
  • 1,735 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.