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

Gilman Hill 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 Q1	–	Sell	-1,389	Closed	-$230K	–	221
2023 Q4	$230K	Hold	1,389	–	–	0.04%	189
2023 Q3	$211K	Hold	1,389	–	–	0.04%	193
2023 Q2	$219K	Buy	+1,389	New	+$212K	0.04%	199

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gilman Hill Asset Management's IWD Position: Q1 2024 in Review

Gilman Hill Asset Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2024, closing a stake of 1,389 shares — an estimated $230K sold.

Gilman Hill Asset Management first reported a position in IWD in Q2 2023 and held it in 3 quarters. The position peaked at $230K in Q4 2023. 1,540 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

Gilman Hill Asset Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
Gilman Hill Asset Management sold 1,389 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $230K.
Gilman Hill Asset Management first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and held it in 3 quarters.
Gilman Hill Asset Management's iShares Russell 1000 Value ETF position peaked at $230K in Q4 2023.
1,540 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Gilman Hill Asset Management's 13F filing for Q1 2024, filed 12 Apr 2024.