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GoalVest Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

GoalVest 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
Q4 		– Sell
-298
Closed -$56.6K – 410
2024
Q3 		$56.6K Buy
+298
New +$54.3K 0.02% 178

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GoalVest Advisory's IWD Position: Q4 2024 in Review

GoalVest Advisory sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2024, closing a stake of 298 shares — an estimated $56.6K sold.

GoalVest Advisory first reported a position in IWD in Q3 2024 and held it in 1 quarter. The position peaked at $56.6K in Q3 2024. 1,740 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

  • GoalVest Advisory reported no remaining iShares Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
  • GoalVest Advisory sold 298 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $56.6K.
  • GoalVest Advisory first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and held it in 1 quarter.
  • GoalVest Advisory's iShares Russell 1000 Value ETF position peaked at $56.6K in Q3 2024.
  • 1,740 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.