EMFO LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

EMFO LLC’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 Q2	$22.9K	Hold	131	–	–	0.02%	189
2024 Q1	$23.5K	Hold	131	–	–	0.02%	185
2023 Q4	$21.6K	Hold	131	–	–	0.02%	189
2023 Q3	$19.9K	Hold	131	–	–	0.02%	198
2023 Q2	$20.7K	Hold	131	–	–	0.02%	206
2023 Q1	$19.9K	Hold	131	–	–	0.02%	209
2022 Q4	$19.9K	Hold	131	–	–	0.02%	198
2022 Q3	$18K	Hold	131	–	–	0.02%	225
2022 Q2	$19K	Hold	131	–	–	0.02%	226
2022 Q1	$22K	Hold	131	–	–	0.02%	229
2021 Q4	$22K	Hold	131	–	–	0.02%	243
2021 Q3	$21K	Hold	131	–	–	0.02%	251
2021 Q2	$21K	Buy	+131	New	+$20.7K	0.02%	244

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EMFO LLC's IWD Position: Q2 2024 in Review

EMFO LLC held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2024 at 131 shares worth $22.9K. The position accounts for 0.02% of the portfolio, ranked #189.

EMFO LLC first reported a position in IWD in Q2 2021 and has held it in 13 quarters since. The position peaked at $23.5K in Q1 2024. 1,519 funds tracked by Wall St. Rank hold IWD as of Q2 2024.

EMFO LLC held 131 shares of iShares Russell 1000 Value ETF worth $22.9K as of Q2 2024.
EMFO LLC left its iShares Russell 1000 Value ETF share count unchanged in Q2 2024.
iShares Russell 1000 Value ETF made up 0.02% of EMFO LLC's portfolio in Q2 2024, its #189 holding.
EMFO LLC first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's iShares Russell 1000 Value ETF position peaked at $23.5K in Q1 2024.
1,519 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.