Hartford Investment Management Co (HIMCO)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Hartford Investment Management Co (HIMCO)’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	-76,110	Closed	-$11.6M	–	504
2023 Q3	$11.6M	Buy	76,110 +11,160	+17%	+$1.77M	0.46%	37
2023 Q2	$10.3M	Buy	+64,950	New	+$9.93M	0.39%	48
2020 Q2	–	Sell	-42,950	Closed	-$4.26M	–	541
2020 Q1	$4.26M	Buy	42,950 +9,770	+29%	+$1.22M	0.15%	162
2019 Q4	$4.53M	Buy	33,180 +26,180	+374%	+$3.45M	0.12%	193
2019 Q3	$898K	Sell	7,000 -6,661	-49%	-$846K	0.03%	474
2019 Q2	$1.74M	Buy	13,661 +4,300	+46%	+$538K	0.05%	344
2019 Q1	$1.16M	Sell	9,361 -15,229	-62%	-$1.83M	0.03%	425
2018 Q4	$2.73M	Buy	24,590 +3,270	+15%	+$392K	0.08%	227
2018 Q3	$2.7M	Buy	+21,320	New	+$2.68M	0.08%	268

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

Hartford Investment Management Co (HIMCO)'s IWD Position: Q4 2023 in Review

Hartford Investment Management Co (HIMCO) sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2023, closing a stake of 76,110 shares — an estimated $11.6M sold.

Hartford Investment Management Co (HIMCO) first reported a position in IWD in Q3 2018 and held it in 9 quarters. The position peaked at $11.6M in Q3 2023. 1,556 funds tracked by Wall St. Rank hold IWD as of Q4 2023.

Hartford Investment Management Co (HIMCO) reported no remaining iShares Russell 1000 Value ETF position as of Q4 2023 after selling out during the quarter.
Hartford Investment Management Co (HIMCO) sold 76,110 iShares Russell 1000 Value ETF shares in Q4 2023, an estimated $11.6M.
Hartford Investment Management Co (HIMCO) first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and held it in 9 quarters.
Hartford Investment Management Co (HIMCO)'s iShares Russell 1000 Value ETF position peaked at $11.6M in Q3 2023.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2023.

Based on Hartford Investment Management Co (HIMCO)'s 13F filing for Q4 2023, filed 23 Jan 2024.