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

Campbell 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	$281K	Buy	+1,518	New	+$291K	0.03%	72
2024 Q2	–	Sell	-1,577	Closed	-$282K	–	64
2024 Q1	$282K	Buy	+1,577	New	+$267K	0.03%	65
2020 Q3	–	Sell	-1,022	Closed	-$115K	–	208
2020 Q2	$115K	Buy	+1,022	New	+$112K	0.02%	86
2019 Q2	–	Sell	-1,748	Closed	-$216K	–	64
2019 Q1	$216K	Buy	+1,748	New	+$210K	0.06%	52

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Campbell Wealth Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q4 2024: 1,518 shares worth $281K. The stake represents 0.03% of the portfolio and ranks #72 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in IWD as recently as Q1 2024.

Campbell Wealth Management first reported a position in IWD in Q1 2019 and has held it in 4 quarters since. The position peaked at $282K in Q1 2024. 1,734 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

Campbell Wealth Management held 1,518 shares of iShares Russell 1000 Value ETF worth $281K as of Q4 2024.
iShares Russell 1000 Value ETF was a new Campbell Wealth Management position in Q4 2024.
iShares Russell 1000 Value ETF made up 0.03% of Campbell Wealth Management's portfolio in Q4 2024, its #72 holding.
Campbell Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 4 quarters since.
Campbell Wealth Management's iShares Russell 1000 Value ETF position peaked at $282K in Q1 2024.
1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.