Institutional & Family Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Institutional & Family Asset Management’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 Q2	$11K	Buy	63 +14	+29%	+$2.45K	﹤0.01%	406
2024 Q1	$8.78K	Hold	49	–	–	﹤0.01%	429
2023 Q4	$8.1K	Sell	49 -49	-50%	-$7.57K	﹤0.01%	417
2023 Q3	$14.9K	Hold	98	–	–	﹤0.01%	337
2023 Q2	$15.5K	Hold	98	–	–	﹤0.01%	342
2023 Q1	$14.9K	Hold	98	–	–	﹤0.01%	338
2022 Q4	$14.9K	Hold	98	–	–	﹤0.01%	334
2022 Q3	$13K	Hold	98	–	–	﹤0.01%	354
2022 Q2	$14K	Hold	98	–	–	﹤0.01%	350
2022 Q1	$16K	Hold	98	–	–	﹤0.01%	384
2021 Q4	$16K	Buy	98 +49	+100%	+$8.03K	﹤0.01%	396
2021 Q3	$8K	Hold	49	–	–	﹤0.01%	582
2021 Q2	$8K	Sell	49 -440	-90%	-$69.7K	﹤0.01%	634
2021 Q1	$74K	Buy	489 +367	+301%	+$53.1K	0.01%	300
2020 Q4	$17K	Hold	122	–	–	﹤0.01%	461
2020 Q3	$14K	Hold	122	–	–	﹤0.01%	444
2020 Q2	$14K	Hold	122	–	–	﹤0.01%	444
2020 Q1	$12K	Sell	122 -91	-43%	-$11.3K	﹤0.01%	431
2019 Q4	$29K	Buy	213 +91	+75%	+$12K	0.01%	386
2019 Q3	$16K	Hold	122	–	–	﹤0.01%	424
2019 Q2	$16K	Hold	122	–	–	﹤0.01%	441
2019 Q1	$15K	Sell	122 -512	-81%	-$61.5K	﹤0.01%	450
2018 Q4	$70K	Buy	634 +512	+420%	+$61.4K	0.02%	278
2018 Q3	$15K	Hold	122	–	–	﹤0.01%	469
2018 Q2	$15K	Hold	122	–	–	﹤0.01%	471
2018 Q1	$15K	Buy	+122	New	+$15.2K	﹤0.01%	447
2016 Q2	–	Sell	-3,432	Closed	-$336K	–	125
2016 Q1	$336K	Hold	3,432	–	–	0.13%	103
2015 Q4	$336K	Buy	+3,432	New	+$341K	0.13%	103

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

Institutional & Family Asset Management's IWD Position: Q2 2024 in Review

Institutional & Family Asset Management increased its iShares Russell 1000 Value ETF (IWD) stake by 29% in Q2 2024, buying an estimated $2.45K and bringing the position to 63 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Institutional & Family Asset Management first reported a position in IWD in Q4 2015 and has held it in 28 quarters since. The position peaked at $336K in Q1 2016. 1,519 funds tracked by Wall St. Rank hold IWD as of Q2 2024.

Institutional & Family Asset Management held 63 shares of iShares Russell 1000 Value ETF worth $11K as of Q2 2024.
Institutional & Family Asset Management bought 14 iShares Russell 1000 Value ETF shares in Q2 2024, an estimated $2.45K.
iShares Russell 1000 Value ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #406 holding.
Institutional & Family Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 28 quarters since.
Institutional & Family Asset Management's iShares Russell 1000 Value ETF position peaked at $336K in Q1 2016.
1,519 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.