KB Financial Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

KB Financial Partners’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 Q3	$907K	Hold	5,975	–	–	0.26%	42
2023 Q2	$943K	Hold	5,975	–	–	0.26%	42
2023 Q1	$910K	Hold	5,975	–	–	0.27%	32
2022 Q4	$906K	Hold	5,975	–	–	0.31%	34
2022 Q3	$813K	Hold	5,975	–	–	0.29%	32
2022 Q2	$866K	Hold	5,975	–	–	0.3%	29
2022 Q1	$992K	Sell	5,975 -229	-4%	-$37.6K	0.27%	29
2021 Q4	$1.04M	Buy	6,204 +229	+4%	+$37.5K	0.3%	24
2021 Q3	$935K	Hold	5,975	–	–	0.34%	25
2021 Q2	$948K	Hold	5,975	–	–	0.36%	24
2021 Q1	$906K	Buy	+5,975	New	+$864K	0.39%	25

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

KB Financial Partners's IWD Position: Q3 2023 in Review

KB Financial Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2023 at 5,975 shares worth $907K. The position accounts for 0.26% of the portfolio, ranked #42.

KB Financial Partners first reported a position in IWD in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.04M in Q4 2021. 1,441 funds tracked by Wall St. Rank hold IWD as of Q3 2023.

KB Financial Partners held 5,975 shares of iShares Russell 1000 Value ETF worth $907K as of Q3 2023.
KB Financial Partners left its iShares Russell 1000 Value ETF share count unchanged in Q3 2023.
iShares Russell 1000 Value ETF made up 0.26% of KB Financial Partners's portfolio in Q3 2023, its #42 holding.
KB Financial Partners first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's iShares Russell 1000 Value ETF position peaked at $1.04M in Q4 2021.
1,441 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.