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Impact Partnership Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Impact Partnership Wealth’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
-1,003
Closed -$152K – 972
2023
Q3 		$152K Buy
1,003
+870
+654% +$138K 0.05% 223
2023
Q2 		$21K Buy
+133
New +$20.3K 0.01% 332

Other funds holding IWD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Impact Partnership Wealth's IWD Position: Q4 2023 in Review

Impact Partnership Wealth sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2023, closing a stake of 1,003 shares — an estimated $152K sold.

Impact Partnership Wealth first reported a position in IWD in Q2 2023 and held it in 2 quarters. The position peaked at $152K in Q3 2023. 1,555 funds tracked by Wall St. Rank hold IWD as of Q4 2023.

  • Impact Partnership Wealth reported no remaining iShares Russell 1000 Value ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,003 iShares Russell 1000 Value ETF shares in Q4 2023, an estimated $152K.
  • Impact Partnership Wealth first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's iShares Russell 1000 Value ETF position peaked at $152K in Q3 2023.
  • 1,555 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.