Kowal Investment Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Kowal Investment 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
2024 Q3	$354K	Buy	1,863 +7	+0.4%	+$1.27K	0.07%	147
2024 Q2	$324K	Buy	1,856 +5	+0.3%	+$874	0.06%	134
2024 Q1	$332K	Sell	1,851 -22,728	-92%	-$3.85M	0.07%	127
2023 Q4	$4.06M	Buy	24,579 +22,992	+1,449%	+$3.55M	0.95%	12
2023 Q3	$241K	Buy	1,587 +15	+1%	+$2.38K	0.07%	131
2023 Q2	$248K	Sell	1,572 -42	-3%	-$6.42K	0.07%	139
2023 Q1	$246K	Sell	1,614 -11,004	-87%	-$1.7M	0.07%	136
2022 Q4	$1.91M	Buy	12,618 +10,121	+405%	+$1.52M	0.57%	25
2022 Q3	$340K	Buy	2,497 +15	+0.6%	+$2.25K	0.12%	91
2022 Q2	$360K	Buy	2,482 +426	+21%	+$66.6K	0.12%	88
2022 Q1	$341K	Buy	+2,056	New	+$338K	0.1%	85
2021 Q4	–	Sell	-502	Closed	-$78K	–	528
2021 Q3	$78K	Buy	+502	New	+$80.5K	0.02%	185

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

Kowal Investment Group's IWD Position: Q3 2024 in Review

Kowal Investment Group increased its iShares Russell 1000 Value ETF (IWD) stake by 0.38% in Q3 2024, buying an estimated $1.27K and bringing the position to 1,863 shares worth $354K. The position accounts for 0.07% of the portfolio, ranked #147.

Kowal Investment Group first reported a position in IWD in Q3 2021 and has held it in 12 quarters since. The position peaked at $4.06M in Q4 2023. 1,580 funds tracked by Wall St. Rank hold IWD as of Q3 2024.

Kowal Investment Group held 1,863 shares of iShares Russell 1000 Value ETF worth $354K as of Q3 2024.
Kowal Investment Group bought 7 iShares Russell 1000 Value ETF shares in Q3 2024, an estimated $1.27K.
iShares Russell 1000 Value ETF made up 0.07% of Kowal Investment Group's portfolio in Q3 2024, its #147 holding.
Kowal Investment Group first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and has held it in 12 quarters since.
Kowal Investment Group's iShares Russell 1000 Value ETF position peaked at $4.06M in Q4 2023.
1,580 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.