Bromfield Sneider Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bromfield Sneider Wealth Advisors’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	$450K	Buy	2,511 +572	+29%	+$96.8K	0.28%	33
2023 Q4	$320K	Buy	+1,939	New	+$299K	0.22%	36
2022 Q4	–	Sell	-1,920	Closed	-$261K	–	95
2022 Q3	$261K	Hold	1,920	–	–	0.31%	27
2022 Q2	$278K	Buy	+1,920	New	+$300K	0.34%	24

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 22.96% 1-Year Est. Return

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

Bromfield Sneider Wealth Advisors's IWD Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 29% in Q1 2024, buying an estimated $96.8K and bringing the position to 2,511 shares worth $450K. The position accounts for 0.28% of the portfolio, ranked #33.

Bromfield Sneider Wealth Advisors first reported a position in IWD in Q2 2022 and has held it in 4 quarters since. 1,542 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

Bromfield Sneider Wealth Advisors held 2,511 shares of iShares Russell 1000 Value ETF worth $450K as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 572 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $96.8K.
iShares Russell 1000 Value ETF made up 0.28% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #33 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 4 quarters since.
1,542 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.