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GYL Financial Synergies’s iShares Russell 1000 Value ETF IWD Stock Holding History

GYL Financial Synergies’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 		$678K Sell
3,572
-79
-2% -$14.4K 0.05% 215
2024
Q2 		$637K Buy
3,651
+9
+0.2% +$1.57K 0.05% 216
2024
Q1 		$652K Buy
3,642
+89
+3% +$15.1K 0.05% 213
2023
Q4 		$587K Sell
3,553
-75
-2% -$11.6K 0.05% 225
2023
Q3 		$551K Hold
3,628
– – 0.05% 225
2023
Q2 		$573K Buy
3,628
+8
+0.2% +$1.22K 0.05% 224
2023
Q1 		$551K Buy
3,620
+40
+1% +$6.18K 0.07% 180
2022
Q4 		$543K Buy
3,580
+453
+14% +$67.8K 0.12% 118
2022
Q3 		$425K Buy
3,127
+13
+0.4% +$1.95K 0.12% 120
2022
Q2 		$451K Buy
3,114
+9
+0.3% +$1.41K 0.12% 108
2022
Q1 		$515K Buy
3,105
+1,476
+91% +$242K 0.12% 105
2021
Q4 		$274K Hold
1,629
– – 0.07% 173
2021
Q3 		$255K Buy
1,629
+90
+6% +$14.4K 0.13% 159
2021
Q2 		$244K Buy
+1,539
New +$244K 0.13% 159
2019
Q1 		– Sell
-5,396
Closed -$599K – 162
2018
Q4 		$599K Buy
+5,396
New +$647K 0.43% 47

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GYL Financial Synergies's IWD Position: Q3 2024 in Review

GYL Financial Synergies reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.2% in Q3 2024, selling an estimated $14.4K and leaving 3,572 shares worth $678K. The position accounts for 0.05% of the portfolio, ranked #215.

GYL Financial Synergies first reported a position in IWD in Q4 2018 and has held it in 15 quarters since. 1,583 funds tracked by Wall St. Rank hold IWD as of Q3 2024.

  • GYL Financial Synergies held 3,572 shares of iShares Russell 1000 Value ETF worth $678K as of Q3 2024.
  • GYL Financial Synergies sold 79 iShares Russell 1000 Value ETF shares in Q3 2024, an estimated $14.4K.
  • iShares Russell 1000 Value ETF made up 0.05% of GYL Financial Synergies's portfolio in Q3 2024, its #215 holding.
  • GYL Financial Synergies first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 15 quarters since.
  • 1,583 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.