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

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

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janiczek Wealth Management's IWD Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2024 at 250 shares worth $43.6K. The position accounts for 0.01% of the portfolio, ranked #427.

Janiczek Wealth Management first reported a position in IWD in Q4 2018 and has held it in 23 quarters since. The position peaked at $81K in Q1 2022. 1,522 funds tracked by Wall St. Rank hold IWD as of Q2 2024.

Janiczek Wealth Management held 250 shares of iShares Russell 1000 Value ETF worth $43.6K as of Q2 2024.
Janiczek Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2024.
iShares Russell 1000 Value ETF made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #427 holding.
Janiczek Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 23 quarters since.
Janiczek Wealth Management's iShares Russell 1000 Value ETF position peaked at $81K in Q1 2022.
1,522 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.