Demars Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Demars Financial Group’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	–	Sell	-1,906	Closed	-$315K	–	76
2023 Q4	$315K	Sell	1,906 -35,117	-95%	-$5.42M	0.17%	54
2023 Q3	$5.62M	Sell	37,023 -1,634	-4%	-$259K	3.22%	3
2023 Q2	$6.1M	Sell	38,657 -787	-2%	-$120K	3.39%	3
2023 Q1	$6.01M	Sell	39,444 -380	-1%	-$58.7K	3.31%	4
2022 Q4	$6.04M	Buy	39,824 +600	+2%	+$89.8K	3.33%	4
2022 Q3	$5.33M	Sell	39,224 -1,038	-3%	-$156K	3.17%	4
2022 Q2	$5.84M	Buy	+40,262	New	+$6.3M	3.33%	7

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

Demars Financial Group's IWD Position: Q1 2024 in Review

Demars Financial Group sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2024, closing a stake of 1,906 shares — an estimated $315K sold.

Demars Financial Group first reported a position in IWD in Q2 2022 and held it in 7 quarters. The position peaked at $6.1M in Q2 2023. 1,540 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

Demars Financial Group reported no remaining iShares Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
Demars Financial Group sold 1,906 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $315K.
Demars Financial Group first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and held it in 7 quarters.
Demars Financial Group's iShares Russell 1000 Value ETF position peaked at $6.1M in Q2 2023.
1,540 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Demars Financial Group's 13F filing for Q1 2024, filed 24 Apr 2024.