Denver PWM’s iShares Russell 1000 Value ETF IWD Stock Holding History

Denver PWM’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
2025 Q1	–	Sell	-316	Closed	-$58.6K	–	152
2024 Q4	$58.6K	Buy	316 +1	+0.3%	+$192	0.02%	99
2024 Q3	$59.7K	Buy	315 +2	+0.6%	+$364	0.02%	110
2024 Q2	$54.6K	Buy	+313	New	+$54.7K	0.02%	131
2019 Q4	–	Sell	-281	Closed	-$35.9K	–	152
2019 Q3	$35.9K	Buy	+281	New	+$35.7K	0.02%	143

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Denver PWM's IWD Position: Q1 2025 in Review

Denver PWM sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2025, closing a stake of 316 shares — an estimated $58.6K sold.

Denver PWM first reported a position in IWD in Q3 2019 and held it in 4 quarters. The position peaked at $59.7K in Q3 2024. 1,714 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

Denver PWM reported no remaining iShares Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 316 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $58.6K.
Denver PWM first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and held it in 4 quarters.
Denver PWM's iShares Russell 1000 Value ETF position peaked at $59.7K in Q3 2024.
1,714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.