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Credit Suisse’s iShares Russell 1000 Value ETF IWD Stock Holding History

Credit Suisse’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
2021
Q1 		– Sell
-663,500
Closed -$90.7M – 4433
2020
Q4 		$90.7M Buy
+663,500
New +$85.1M 0.04% 454

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

Credit Suisse's IWD Position: Q1 2024 in Review

Credit Suisse reduced its iShares Russell 1000 Value ETF (IWD) stake by 20% in Q1 2024, selling an estimated $338K and leaving 8,218 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

Credit Suisse first reported a position in IWD in Q2 2013 and has held it in 40 quarters since. The position peaked at $25.1M in Q2 2022. 1,540 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

  • Credit Suisse held 8,218 shares of iShares Russell 1000 Value ETF worth $1.47M as of Q1 2024.
  • Credit Suisse sold 1,999 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $338K.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2043 holding.
  • Credit Suisse first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 40 quarters since.
  • Credit Suisse's iShares Russell 1000 Value ETF position peaked at $25.1M in Q2 2022.
  • 1,540 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.