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Criterion Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Criterion Capital Advisors’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 		$12.4K Hold
71
– – 0.01% 233
2024
Q3 		$12.4K Hold
71
– – 0.01% 233
2024
Q2 		$12.4K Hold
71
– – 0.01% 233
2024
Q1 		$12.7K Hold
71
– – 0.01% 237
2023
Q4 		$11.7K Buy
+71
New +$11K 0.01% 254

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Criterion Capital Advisors's IWD Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q4 2024 at 71 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #233.

Criterion Capital Advisors first reported a position in IWD in Q4 2023 and has held it in 5 quarters since. The position peaked at $12.7K in Q1 2024. 1,734 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

  • Criterion Capital Advisors held 71 shares of iShares Russell 1000 Value ETF worth $12.4K as of Q4 2024.
  • Criterion Capital Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q4 2024.
  • iShares Russell 1000 Value ETF made up 0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #233 holding.
  • Criterion Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's iShares Russell 1000 Value ETF position peaked at $12.7K in Q1 2024.
  • 1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.