Concord Investment Counsel’s iShares Russell 1000 Value ETF IWD Stock Holding History

Concord Investment Counsel’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	$290K	Buy	+1,619	New	+$274K	0.1%	47

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Concord Investment Counsel's IWD Position: Q1 2024 in Review

Concord Investment Counsel opened a new position in iShares Russell 1000 Value ETF (IWD) in Q1 2024: 1,619 shares worth $290K. The stake represents 0.1% of the portfolio and ranks #47 among its holdings.

1,541 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

Concord Investment Counsel held 1,619 shares of iShares Russell 1000 Value ETF worth $290K as of Q1 2024.
iShares Russell 1000 Value ETF was a new Concord Investment Counsel position in Q1 2024.
iShares Russell 1000 Value ETF made up 0.1% of Concord Investment Counsel's portfolio in Q1 2024, its #47 holding.
1,541 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Concord Investment Counsel's 13F filing for Q1 2024, filed 6 May 2024.