First Personal Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

First Personal Financial Services’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	$144K	Buy	760 +18	+2%	+$3.28K	0.03%	137
2024 Q2	$129K	Hold	742	–	–	0.03%	142
2024 Q1	$133K	Hold	742	–	–	0.03%	140
2023 Q4	$123K	Hold	742	–	–	0.03%	148
2023 Q3	$113K	Hold	742	–	–	0.03%	143
2023 Q2	$117K	Hold	742	–	–	0.03%	146
2023 Q1	$113K	Sell	742 -100	-12%	-$15.4K	0.03%	144
2022 Q4	$128K	Hold	842	–	–	0.03%	139
2022 Q3	$115K	Hold	842	–	–	0.03%	141
2022 Q2	$122K	Hold	842	–	–	0.03%	127
2022 Q1	$140K	Sell	842 -43	-5%	-$7.06K	0.03%	131
2021 Q4	$149K	Sell	885 -547	-38%	-$89.6K	0.03%	129
2021 Q3	$224K	Hold	1,432	–	–	0.06%	114
2021 Q2	$227K	Hold	1,432	–	–	0.06%	112
2021 Q1	$217K	Hold	1,432	–	–	0.06%	115
2020 Q4	$196K	Hold	1,432	–	–	0.06%	114
2020 Q3	$169K	Hold	1,432	–	–	0.05%	117
2020 Q2	$161K	Hold	1,432	–	–	0.06%	119
2020 Q1	$142K	Hold	1,432	–	–	0.05%	119
2019 Q4	$195K	Buy	1,432 +547	+62%	+$72.1K	0.06%	120
2019 Q3	$114K	Hold	885	–	–	0.04%	169
2019 Q2	$113K	Hold	885	–	–	0.03%	201
2019 Q1	$109K	Buy	+885	New	+$106K	0.03%	198
2018 Q1	–	Sell	-1,410	Closed	-$175K	–	1051
2017 Q4	$175K	Buy	+1,410	New	+$171K	0.03%	251
2017 Q3	–	Sell	-67,396	Closed	-$7.85M	–	850
2017 Q2	$7.85M	Sell	67,396 -89,142	-57%	-$10.3M	1.72%	6
2017 Q1	$18M	Hold	156,538	–	–	4.32%	1
2016 Q4	$17.5M	Buy	156,538 +64,325	+70%	+$6.95M	4.62%	1
2016 Q3	$9.74M	Buy	92,213 +90,782	+6,344%	+$9.57M	2.84%	1
2016 Q2	$148K	Buy	+1,431	New	+$144K	0.05%	170
2016 Q1	–	Sell	-133	Closed	-$13K	–	350
2015 Q4	$13K	Buy	+133	New	+$13.2K	0.01%	273

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

First Personal Financial Services's IWD Position: Q3 2024 in Review

First Personal Financial Services increased its iShares Russell 1000 Value ETF (IWD) stake by 2.4% in Q3 2024, buying an estimated $3.28K and bringing the position to 760 shares worth $144K. The position accounts for 0.03% of the portfolio, ranked #137.

First Personal Financial Services first reported a position in IWD in Q4 2015 and has held it in 30 quarters since. The position peaked at $18M in Q1 2017. 1,580 funds tracked by Wall St. Rank hold IWD as of Q3 2024.

First Personal Financial Services held 760 shares of iShares Russell 1000 Value ETF worth $144K as of Q3 2024.
First Personal Financial Services bought 18 iShares Russell 1000 Value ETF shares in Q3 2024, an estimated $3.28K.
iShares Russell 1000 Value ETF made up 0.03% of First Personal Financial Services's portfolio in Q3 2024, its #137 holding.
First Personal Financial Services first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 30 quarters since.
First Personal Financial Services's iShares Russell 1000 Value ETF position peaked at $18M in Q1 2017.
1,580 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.