Capital Insight Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Capital Insight 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 Q2	–	Sell	-2,935	Closed	-$526K	–	164
2024 Q1	$526K	Sell	2,935 -94	-3%	-$15.9K	0.1%	130
2023 Q4	$501K	Hold	3,029	–	–	0.1%	118
2023 Q3	$460K	Sell	3,029 -711	-19%	-$113K	0.1%	116
2023 Q2	$590K	Buy	3,740 +758	+25%	+$116K	0.13%	108
2023 Q1	$454K	Hold	2,982	–	–	0.11%	125
2022 Q4	$452K	Hold	2,982	–	–	0.12%	117
2022 Q3	$406K	Sell	2,982 -739	-20%	-$111K	0.11%	118
2022 Q2	$539K	Sell	3,721 -599	-14%	-$93.7K	0.13%	119
2022 Q1	$717K	Hold	4,320	–	–	0.15%	117
2021 Q4	$725K	Hold	4,320	–	–	0.15%	117
2021 Q3	$676K	Hold	4,320	–	–	0.15%	122
2021 Q2	$685K	Hold	4,320	–	–	0.15%	120
2021 Q1	$655K	Buy	4,320 +282	+7%	+$40.8K	0.16%	119
2020 Q4	$552K	Hold	4,038	–	–	0.14%	120
2020 Q3	$477K	Hold	4,038	–	–	0.13%	124
2020 Q2	$455K	Hold	4,038	–	–	0.14%	123
2020 Q1	$400K	Sell	4,038 -530	-12%	-$66.1K	0.21%	79
2019 Q4	$623K	Buy	+4,568	New	+$602K	0.29%	78

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Capital Insight Partners's IWD Position: Q2 2024 in Review

Capital Insight Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2024, closing a stake of 2,935 shares — an estimated $526K sold.

Capital Insight Partners first reported a position in IWD in Q4 2019 and held it in 18 quarters. The position peaked at $725K in Q4 2021. 1,519 funds tracked by Wall St. Rank hold IWD as of Q2 2024.

Capital Insight Partners reported no remaining iShares Russell 1000 Value ETF position as of Q2 2024 after selling out during the quarter.
Capital Insight Partners sold 2,935 iShares Russell 1000 Value ETF shares in Q2 2024, an estimated $526K.
Capital Insight Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 18 quarters.
Capital Insight Partners's iShares Russell 1000 Value ETF position peaked at $725K in Q4 2021.
1,519 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2024.

Based on Capital Insight Partners's 13F filing for Q2 2024, filed 24 Jul 2024.