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Childress Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Childress Capital 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 		– Sell
-3,070
Closed -$507K – 214
2023
Q4 		$507K Buy
+3,070
New +$474K 0.15% 91
2021
Q3 		– Sell
-10,616
Closed -$1.68M – 187
2021
Q2 		$1.68M Sell
10,616
-18,006
-63% -$2.85M 0.77% 24
2021
Q1 		$4.34M Buy
+28,622
New +$4.14M 1.99% 11

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
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

Childress Capital Advisors's IWD Position: Q1 2024 in Review

Childress Capital Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2024, closing a stake of 3,070 shares — an estimated $507K sold.

Childress Capital Advisors first reported a position in IWD in Q1 2021 and held it in 3 quarters. The position peaked at $4.34M in Q1 2021. 1,540 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

  • Childress Capital Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Childress Capital Advisors sold 3,070 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $507K.
  • Childress Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and held it in 3 quarters.
  • Childress Capital Advisors's iShares Russell 1000 Value ETF position peaked at $4.34M in Q1 2021.
  • 1,540 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Childress Capital Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.