Coastwise Capital Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Coastwise Capital Group’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	–	Sell	-2,152	Closed	-$408K	–	124
2024 Q3	$408K	Buy	2,152 +1	+0%	+$182	0.34%	77
2024 Q2	$375K	Buy	2,151 +1	+0%	+$175	0.36%	74
2024 Q1	$385K	Hold	2,150	–	–	0.36%	75
2023 Q4	$355K	Buy	2,150 +2	+0.1%	+$309	0.36%	75
2023 Q3	$326K	Hold	2,148	–	–	0.37%	74
2023 Q2	$339K	Hold	2,148	–	–	0.38%	76
2023 Q1	$327K	Hold	2,148	–	–	0.37%	79
2022 Q4	$326K	Buy	2,148 +84	+4%	+$12.6K	0.39%	76
2022 Q3	$281K	Buy	+2,064	New	+$310K	0.44%	67

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 $424B AUM 22.96% 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

Coastwise Capital Group's IWD Position: Q4 2024 in Review

Coastwise Capital Group sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2024, closing a stake of 2,152 shares — an estimated $408K sold.

Coastwise Capital Group first reported a position in IWD in Q3 2022 and held it in 9 quarters. The position peaked at $408K in Q3 2024. 1,735 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

Coastwise Capital Group reported no remaining iShares Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
Coastwise Capital Group sold 2,152 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $408K.
Coastwise Capital Group first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and held it in 9 quarters.
Coastwise Capital Group's iShares Russell 1000 Value ETF position peaked at $408K in Q3 2024.
1,735 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Coastwise Capital Group's 13F filing for Q4 2024, filed 23 Jan 2025.