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Great Lakes Retirement’s iShares Russell 1000 Value ETF IWD Stock Holding History

Great Lakes Retirement’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 		– Sell
-496
Closed -$86.5K – 428
2024
Q2 		$86.5K Buy
+496
New +$86.7K 0.01% 226

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Great Lakes Retirement's IWD Position: Q3 2024 in Review

Great Lakes Retirement sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2024, closing a stake of 496 shares — an estimated $86.5K sold.

Great Lakes Retirement first reported a position in IWD in Q2 2024 and held it in 1 quarter. The position peaked at $86.5K in Q2 2024. 1,580 funds tracked by Wall St. Rank hold IWD as of Q3 2024.

  • Great Lakes Retirement reported no remaining iShares Russell 1000 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 496 iShares Russell 1000 Value ETF shares in Q3 2024, an estimated $86.5K.
  • Great Lakes Retirement first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and held it in 1 quarter.
  • Great Lakes Retirement's iShares Russell 1000 Value ETF position peaked at $86.5K in Q2 2024.
  • 1,580 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.