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

Goodman Advisory Group’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
2023 Q4	–	Sell	-1,780	Closed	-$270K	–	164
2023 Q3	$270K	Hold	1,780	–	–	0.1%	61
2023 Q2	$281K	Hold	1,780	–	–	0.1%	53
2023 Q1	$271K	Hold	1,780	–	–	0.15%	42
2022 Q4	$270K	Sell	1,780 -13	-0.7%	-$1.95K	0.16%	39
2022 Q3	$244K	Hold	1,793	–	–	0.13%	42
2022 Q2	$260K	Sell	1,793 -420	-19%	-$65.7K	0.12%	40
2022 Q1	$367K	Sell	2,213 -29,161	-93%	-$4.79M	0.13%	53
2021 Q4	$5.27M	Buy	+31,374	New	+$5.14M	1.78%	20

Other funds holding IWD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goodman Advisory Group's IWD Position: Q4 2023 in Review

Goodman Advisory Group sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2023, closing a stake of 1,780 shares — an estimated $270K sold.

Goodman Advisory Group first reported a position in IWD in Q4 2021 and held it in 8 quarters. The position peaked at $5.27M in Q4 2021. 1,555 funds tracked by Wall St. Rank hold IWD as of Q4 2023.

Goodman Advisory Group reported no remaining iShares Russell 1000 Value ETF position as of Q4 2023 after selling out during the quarter.
Goodman Advisory Group sold 1,780 iShares Russell 1000 Value ETF shares in Q4 2023, an estimated $270K.
Goodman Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 8 quarters.
Goodman Advisory Group's iShares Russell 1000 Value ETF position peaked at $5.27M in Q4 2021.
1,555 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2023.

Based on Goodman Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.