Financial Synergies Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Financial Synergies Wealth Advisors’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	–	Sell	-307	Closed	-$55K	–	254
2024 Q1	$55K	Buy	307 +218	+245%	+$36.9K	0.01%	124
2023 Q4	$13.5K	Sell	89 -213	-71%	-$32.9K	﹤0.01%	167
2023 Q3	$45.9K	Hold	302	–	–	0.01%	117
2023 Q2	$47.7K	Sell	302 -120	-28%	-$18.3K	0.01%	110
2023 Q1	$64.3K	Buy	422 +333	+374%	+$51.4K	0.01%	102
2022 Q4	$13.5K	Hold	89	–	–	﹤0.01%	167
2022 Q3	$12K	Buy	+89	New	+$13.4K	﹤0.01%	148

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

Financial Synergies Wealth Advisors's IWD Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2024, closing a stake of 307 shares — an estimated $55K sold.

Financial Synergies Wealth Advisors first reported a position in IWD in Q3 2022 and held it in 7 quarters. The position peaked at $64.3K in Q1 2023. 1,519 funds tracked by Wall St. Rank hold IWD as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 307 iShares Russell 1000 Value ETF shares in Q2 2024, an estimated $55K.
Financial Synergies Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $64.3K in Q1 2023.
1,519 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.