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Family Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Family Asset 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
Q3 		$28.7K Hold
151
– – 0.02% 156
2024
Q2 		$26.3K Hold
151
– – 0.02% 163
2024
Q1 		$27K Hold
151
– – 0.02% 144
2023
Q4 		$25K Sell
151
-537
-78% -$82.9K 0.02% 143
2023
Q3 		$104K Sell
688
-24
-3% -$3.81K 0.08% 112
2023
Q2 		$112K Buy
712
+63
+10% +$9.63K 0.08% 121
2023
Q1 		$98.8K Buy
+649
New +$100K 0.07% 117

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Family Asset Management's IWD Position: Q3 2024 in Review

Family Asset Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2024 at 151 shares worth $28.7K. The position accounts for 0.02% of the portfolio, ranked #156.

Family Asset Management first reported a position in IWD in Q1 2023 and has held it in 7 quarters since. The position peaked at $112K in Q2 2023. 1,580 funds tracked by Wall St. Rank hold IWD as of Q3 2024.

  • Family Asset Management held 151 shares of iShares Russell 1000 Value ETF worth $28.7K as of Q3 2024.
  • Family Asset Management left its iShares Russell 1000 Value ETF share count unchanged in Q3 2024.
  • iShares Russell 1000 Value ETF made up 0.02% of Family Asset Management's portfolio in Q3 2024, its #156 holding.
  • Family Asset Management first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 7 quarters since.
  • Family Asset Management's iShares Russell 1000 Value ETF position peaked at $112K in Q2 2023.
  • 1,580 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.