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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hackensack Meridian Health's IWD Position: Q3 2024 in Review

Hackensack Meridian Health sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2024, closing a stake of 826,000 shares — an estimated $144M sold.

Hackensack Meridian Health first reported a position in IWD in Q2 2023 and held it in 5 quarters. The position peaked at $148M in Q1 2024. 1,583 funds tracked by Wall St. Rank hold IWD as of Q3 2024.

Hackensack Meridian Health reported no remaining iShares Russell 1000 Value ETF position as of Q3 2024 after selling out during the quarter.
Hackensack Meridian Health sold 826,000 iShares Russell 1000 Value ETF shares in Q3 2024, an estimated $144M.
Hackensack Meridian Health first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and held it in 5 quarters.
Hackensack Meridian Health's iShares Russell 1000 Value ETF position peaked at $148M in Q1 2024.
1,583 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2024.

Based on Hackensack Meridian Health's 13F filing for Q3 2024, filed 12 Nov 2024.