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Eaton-Cambridge’s iShares Russell 1000 Value ETF IWD Stock Holding History

Eaton-Cambridge’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 		– Sell
-1,069
Closed -$203K – 36
2024
Q3 		$203K Buy
+1,069
New +$195K 0.1% 30

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

Eaton-Cambridge's IWD Position: Q4 2024 in Review

Eaton-Cambridge sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2024, closing a stake of 1,069 shares — an estimated $203K sold.

Eaton-Cambridge first reported a position in IWD in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 1,734 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

  • Eaton-Cambridge reported no remaining iShares Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Eaton-Cambridge sold 1,069 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $203K.
  • Eaton-Cambridge first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and held it in 1 quarter.
  • Eaton-Cambridge's iShares Russell 1000 Value ETF position peaked at $203K in Q3 2024.
  • 1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Eaton-Cambridge's 13F filing for Q4 2024, filed 22 Jan 2025.