Executive Wealth Management
IWD icon

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 		$220K 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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. 1,740 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.
  • 1,740 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.