Dechtman Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Dechtman Wealth Management’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	$527K	Buy	2,845 +15	+0.5%	+$2.88K	0.1%	35
2024 Q3	$537K	Sell	2,830 -32	-1%	-$5.83K	0.11%	35
2024 Q2	$499K	Sell	2,862 -22	-0.8%	-$3.85K	0.11%	35
2024 Q1	$517K	Buy	2,884 +12	+0.4%	+$2.03K	0.12%	35
2023 Q4	$474K	Buy	2,872 +34	+1%	+$5.25K	0.12%	31
2023 Q3	$431K	Buy	2,838 +70	+3%	+$11.1K	0.13%	31
2023 Q2	$437K	Buy	+2,768	New	+$423K	0.13%	32

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Dechtman Wealth Management's IWD Position: Q4 2024 in Review

Dechtman Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.53% in Q4 2024, buying an estimated $2.88K and bringing the position to 2,845 shares worth $527K. The position accounts for 0.1% of the portfolio, ranked #35.

Dechtman Wealth Management first reported a position in IWD in Q2 2023 and has held it in 7 quarters since. The position peaked at $537K in Q3 2024. 1,737 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

Dechtman Wealth Management held 2,845 shares of iShares Russell 1000 Value ETF worth $527K as of Q4 2024.
Dechtman Wealth Management bought 15 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $2.88K.
iShares Russell 1000 Value ETF made up 0.1% of Dechtman Wealth Management's portfolio in Q4 2024, its #35 holding.
Dechtman Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 7 quarters since.
Dechtman Wealth Management's iShares Russell 1000 Value ETF position peaked at $537K in Q3 2024.
1,737 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.