JDM Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

JDM Financial Group’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
2025 Q3	–	Sell	-218	Closed	-$42.3K	–	283
2025 Q2	$42.3K	Buy	218 +1	+0.5%	+$185	0.02%	98
2025 Q1	$40.8K	Buy	217 +1	+0.5%	+$190	0.02%	98
2024 Q4	$40K	Buy	216 +1	+0.5%	+$192	0.02%	93
2024 Q3	$40.8K	Buy	215 +1	+0.5%	+$182	0.02%	97
2024 Q2	$37.3K	Buy	214 +1	+0.5%	+$175	0.03%	93
2024 Q1	$38.1K	Buy	213 +1	+0.5%	+$169	0.03%	82
2023 Q4	$35K	Buy	212 +3	+1%	+$463	0.03%	80
2023 Q3	$31.8K	Hold	209	–	–	0.03%	82
2023 Q2	$33K	Buy	209 +1	+0.5%	+$153	0.03%	83
2023 Q1	$31.7K	Buy	208 +1	+0.5%	+$154	0.03%	86
2022 Q4	$31.5K	Buy	+207	New	+$31K	0.03%	83

Other funds holding IWD

Bank of America

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

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

JP Morgan Chase

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

Financial Engines Advisors

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

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

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial

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