Hackensack Meridian Health’s iShares Russell 1000 Value ETF IWD Stock Holding History

Hackensack Meridian Health’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	-826,000	Closed	-$144M	–	7
2024 Q2	$144M	Hold	826,000	–	–	19.21%	3
2024 Q1	$148M	Hold	826,000	–	–	19.89%	3
2023 Q4	$136M	Sell	826,000 -61,000	-7%	-$9.42M	27.41%	2
2023 Q3	$135M	Buy	887,000 +165,000	+23%	+$26.2M	19.99%	2
2023 Q2	$114M	Buy	+722,000	New	+$110M	15.64%	3

Other funds holding IWD

Bank of America

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

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return