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

Clarkston 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
2024
Q1 		– Sell
-495
Closed -$81.8K – 163
2023
Q4 		$81.8K Hold
495
– – ﹤0.01% 144
2023
Q3 		$75.2K Hold
495
– – ﹤0.01% 145
2023
Q2 		$78.1K Buy
+495
New +$75.7K ﹤0.01% 149
2021
Q3 		– Sell
-860
Closed -$136K – 183
2021
Q2 		$136K Buy
+860
New +$136K ﹤0.01% 148

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

Clarkston Capital Partners's IWD Position: Q1 2024 in Review

Clarkston Capital Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2024, closing a stake of 495 shares — an estimated $81.8K sold.

Clarkston Capital Partners first reported a position in IWD in Q2 2021 and held it in 4 quarters. The position peaked at $136K in Q2 2021. 1,540 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

  • Clarkston Capital Partners reported no remaining iShares Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Clarkston Capital Partners sold 495 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $81.8K.
  • Clarkston Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and held it in 4 quarters.
  • Clarkston Capital Partners's iShares Russell 1000 Value ETF position peaked at $136K in Q2 2021.
  • 1,540 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Clarkston Capital Partners's 13F filing for Q1 2024, filed 14 May 2024.