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JWM
Janiczek Wealth Management’s
iShares Russell 1000 Value ETF
IWD
Stock Holding History
Janiczek Wealth Management’s Portfolio
IWD Stock Details
IWD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
$43.6K
Hold
250
–
–
0.01%
427
2024
Q1
$44.8K
Hold
250
–
–
0.01%
423
2023
Q4
$41.3K
Hold
250
–
–
0.01%
420
2023
Q3
$38K
Sell
250
-66
-21%
-$10.5K
0.01%
403
2023
Q2
$49.9K
Hold
316
–
–
0.01%
318
2023
Q1
$48.8K
Hold
316
–
–
0.01%
321
2022
Q4
$49.9K
Sell
316
-39
-11%
-$5.84K
0.01%
319
2022
Q3
$49K
Sell
355
-131
-27%
-$19.7K
0.02%
308
2022
Q2
$75K
Hold
486
–
–
0.02%
243
2022
Q1
$81K
Buy
486
+23
+5%
+$3.78K
0.02%
236
2021
Q4
$78K
Hold
463
–
–
0.02%
230
2021
Q3
$72K
Buy
463
+190
+70%
+$30.5K
0.03%
221
2021
Q2
$43K
Buy
273
+66
+32%
+$10.4K
0.02%
281
2021
Q1
$31K
Hold
207
–
–
0.01%
316
2020
Q4
$28K
Hold
207
–
–
0.01%
293
2020
Q3
$24K
Hold
207
–
–
0.01%
145
2020
Q2
$23K
Hold
207
–
–
0.01%
112
2020
Q1
$21K
Hold
207
–
–
0.01%
87
2019
Q4
$28K
Hold
207
–
–
0.01%
84
2019
Q3
$27K
Hold
207
–
–
0.01%
87
2019
Q2
$26K
Hold
207
–
–
0.01%
94
2019
Q1
$26K
Hold
207
–
–
0.01%
91
2018
Q4
$23K
Buy
+207
New
+$24.8K
0.01%
92
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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