Coulter & Justus Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Coulter & Justus Financial Services’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	$335K	Buy	+1,869	New	+$316K	0.07%	75
2022 Q2	–	Sell	-4,873	Closed	-$809K	–	50
2022 Q1	$809K	Buy	+4,873	New	+$800K	0.28%	8

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

Coulter & Justus Financial Services's IWD Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in iShares Russell 1000 Value ETF (IWD) in Q1 2024: 1,869 shares worth $335K. The stake represents 0.07% of the portfolio and ranks #75 among its holdings. This is a return to the name: Coulter & Justus Financial Services previously reported a position in IWD as recently as Q1 2022.

Coulter & Justus Financial Services first reported a position in IWD in Q1 2022 and has held it in 2 quarters since. The position peaked at $809K in Q1 2022. 1,540 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

Coulter & Justus Financial Services held 1,869 shares of iShares Russell 1000 Value ETF worth $335K as of Q1 2024.
iShares Russell 1000 Value ETF was a new Coulter & Justus Financial Services position in Q1 2024.
iShares Russell 1000 Value ETF made up 0.07% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #75 holding.
Coulter & Justus Financial Services first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 2 quarters since.
Coulter & Justus Financial Services's iShares Russell 1000 Value ETF position peaked at $809K in Q1 2022.
1,540 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.