Global Wealth Management Investment Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

Global Wealth Management Investment Advisory’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	-597	Closed	-$98.7K	–	294
2023 Q4	$98.7K	Hold	597	–	–	0.03%	152
2023 Q3	$90.6K	Hold	597	–	–	0.03%	159
2023 Q2	$94.2K	Buy	+597	New	+$91.3K	0.03%	161
2022 Q3	–	Sell	-553	Closed	-$80K	–	303
2022 Q2	$80K	Hold	553	–	–	0.03%	159
2022 Q1	$92K	Hold	553	–	–	0.03%	163
2021 Q4	$93K	Hold	553	–	–	0.03%	166
2021 Q3	$87K	Hold	553	–	–	0.03%	176
2021 Q2	$88K	Hold	553	–	–	0.03%	173
2021 Q1	$84K	Buy	+553	New	+$80K	0.03%	173
2019 Q1	–	Sell	-117	Closed	-$13K	–	718
2018 Q4	$13K	Buy	+117	New	+$14K	0.01%	343

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

Global Wealth Management Investment Advisory's IWD Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2024, closing a stake of 597 shares — an estimated $98.7K sold.

Global Wealth Management Investment Advisory first reported a position in IWD in Q4 2018 and held it in 10 quarters. The position peaked at $98.7K in Q4 2023. 1,541 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining iShares Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 597 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $98.7K.
Global Wealth Management Investment Advisory first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and held it in 10 quarters.
Global Wealth Management Investment Advisory's iShares Russell 1000 Value ETF position peaked at $98.7K in Q4 2023.
1,541 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.