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

Executive 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	–	Sell	-1,551	Closed	-$294K	–	266
2024 Q3	$294K	Buy	+1,551	New	+$283K	0.02%	222
2024 Q2	–	Sell	-1,545	Closed	-$275K	–	190
2024 Q1	$275K	Hold	1,545	–	–	0.02%	204
2023 Q4	$255K	Buy	1,545 +7	+0.5%	+$1.08K	0.02%	185
2023 Q3	$234K	Hold	1,538	–	–	0.02%	182
2023 Q2	$243K	Buy	1,538 +2	+0.1%	+$306	0.03%	175
2023 Q1	$234K	Sell	1,536 -86	-5%	-$13.3K	0.03%	178
2022 Q4	$246K	Buy	1,622 +1,402	+637%	+$210K	0.03%	166
2022 Q3	$220	Buy	+220	New	+$33.1K	0.03%	169
2019 Q3	–	Sell	-918	Closed	-$117K	–	464
2019 Q2	$117K	Buy	918 +3	+0.3%	+$375	0.02%	204
2019 Q1	$113K	Hold	915	–	–	0.02%	184
2018 Q4	$102K	Buy	+915	New	+$110K	0.02%	196

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Executive Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2024, closing a stake of 1,551 shares — an estimated $294K sold.

Executive Wealth Management first reported a position in IWD in Q4 2018 and held it in 11 quarters. The position peaked at $294K in Q3 2024. 1,734 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

Executive Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
Executive Wealth Management sold 1,551 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $294K.
Executive Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and held it in 11 quarters.
Executive Wealth Management's iShares Russell 1000 Value ETF position peaked at $294K in Q3 2024.
1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

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