Householder Group Estate & Retirement Specialist’s iShares Russell 1000 Value ETF IWD Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$19K	Sell	106 -2,129	-95%	-$408K	0.01%	293
2024 Q3	$424K	Sell	2,235 -555	-20%	-$101K	0.12%	156
2024 Q2	$486K	Sell	2,790 -399	-13%	-$69.8K	0.14%	140
2024 Q1	$571K	Sell	3,189 -169	-5%	-$28.6K	0.17%	121
2023 Q4	$555K	Sell	3,358 -171	-5%	-$26.4K	0.18%	106
2023 Q3	$536K	Buy	+3,529	New	+$560K	0.19%	101
2023 Q1	$867K	Buy	+5,696	New	+$880K	0.33%	67
2022 Q4	–	Sell	-6,350	Closed	-$863K	–	717
2022 Q3	$863K	Buy	6,350 +2,379	+60%	+$357K	0.36%	65
2022 Q2	$576K	Buy	3,971 +898	+29%	+$140K	0.26%	94
2022 Q1	$510K	Buy	3,073 +8	+0.3%	+$1.31K	0.21%	117
2021 Q4	$515K	Buy	+3,065	New	+$502K	0.19%	126

Other funds holding IWD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IWD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares Russell 1000 Value ETF (IWD) stake by 95% in Q4 2024, selling an estimated $408K and leaving 106 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #293.

Householder Group Estate & Retirement Specialist first reported a position in IWD in Q4 2021 and has held it in 11 quarters since. The position peaked at $867K in Q1 2023. 1,735 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

Householder Group Estate & Retirement Specialist held 106 shares of iShares Russell 1000 Value ETF worth $19K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 2,129 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $408K.
iShares Russell 1000 Value ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #293 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's iShares Russell 1000 Value ETF position peaked at $867K in Q1 2023.
1,735 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.