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Davidson Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Davidson Investment 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
2023
Q1 		– Sell
-1,787
Closed -$271K – 114
2022
Q4 		$271K Buy
+1,787
New +$267K 0.02% 97
2017
Q3 		– Sell
-266
Closed -$30K – 145
2017
Q2 		$30K Sell
266
-1
-0.4% -$115 ﹤0.01% 148
2017
Q1 		$30K Buy
267
+1
+0.4% +$115 ﹤0.01% 151
2016
Q4 		$29K Hold
266
– – ﹤0.01% 152
2016
Q3 		$28K Hold
266
– – ﹤0.01% 145
2016
Q2 		$27K Hold
266
– – ﹤0.01% 143
2016
Q1 		$26K Hold
266
– – ﹤0.01% 173
2015
Q4 		$26K Hold
266
– – ﹤0.01% 178
2015
Q3 		$24K Hold
266
– – ﹤0.01% 169
2015
Q2 		$27K Buy
+266
New +$27.9K ﹤0.01% 172

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 $761B 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 $1.47T 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 $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return