First National Bank of Mount Dora’s iShares Russell 1000 Value ETF IWD Stock Holding History

First National Bank of Mount Dora’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	-1,128	Closed	-$202K	–	137
2024 Q1	$202K	Sell	1,128 -275	-20%	-$46.5K	0.05%	127
2023 Q4	$232K	Hold	1,403	–	–	0.06%	112
2023 Q3	$213K	Hold	1,403	–	–	0.06%	114
2023 Q2	$221K	Hold	1,403	–	–	0.06%	116
2023 Q1	$214K	Buy	+1,403	New	+$217K	0.06%	119

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 $424B AUM 22.94% 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

First National Bank of Mount Dora's IWD Position: Q2 2024 in Review

First National Bank of Mount Dora sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2024, closing a stake of 1,128 shares — an estimated $202K sold.

First National Bank of Mount Dora first reported a position in IWD in Q1 2023 and held it in 5 quarters. The position peaked at $232K in Q4 2023. 1,520 funds tracked by Wall St. Rank hold IWD as of Q2 2024.

First National Bank of Mount Dora reported no remaining iShares Russell 1000 Value ETF position as of Q2 2024 after selling out during the quarter.
First National Bank of Mount Dora sold 1,128 iShares Russell 1000 Value ETF shares in Q2 2024, an estimated $202K.
First National Bank of Mount Dora first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and held it in 5 quarters.
First National Bank of Mount Dora's iShares Russell 1000 Value ETF position peaked at $232K in Q4 2023.
1,520 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2024.

Based on First National Bank of Mount Dora's 13F filing for Q2 2024, filed 11 Jul 2024.