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

Carmel Capital 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
2023
Q4 		– Sell
-11,127
Closed -$1.69M – 422
2023
Q3 		$1.69M Buy
+11,127
New +$1.76M 0.76% 20

Other funds holding IWD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carmel Capital Partners's IWD Position: Q4 2023 in Review

Carmel Capital Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2023, closing a stake of 11,127 shares — an estimated $1.69M sold.

Carmel Capital Partners first reported a position in IWD in Q3 2023 and held it in 1 quarter. The position peaked at $1.69M in Q3 2023. 1,555 funds tracked by Wall St. Rank hold IWD as of Q4 2023.

  • Carmel Capital Partners reported no remaining iShares Russell 1000 Value ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 11,127 iShares Russell 1000 Value ETF shares in Q4 2023, an estimated $1.69M.
  • Carmel Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's iShares Russell 1000 Value ETF position peaked at $1.69M in Q3 2023.
  • 1,555 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.