LWM
IWD icon

Laidlaw Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Laidlaw 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
2023
Q3 		– Sell
-1,858
Closed -$293K – 323
2023
Q2 		$293K Hold
1,858
– – 0.06% 268
2023
Q1 		$283K Hold
1,858
– – 0.06% 273
2022
Q4 		$282K Hold
1,858
– – 0.06% 271
2022
Q3 		$253K Hold
1,858
– – 0.06% 266
2022
Q2 		$269K Hold
1,858
– – 0.05% 290
2022
Q1 		$308K Hold
1,858
– – 0.05% 295
2021
Q4 		$312K Buy
+1,858
New +$304K 0.05% 302
2021
Q1 		– Sell
-1,835
Closed -$251K – 288
2020
Q4 		$251K Buy
+1,835
New +$235K 0.05% 299
2020
Q1 		– Sell
-1,478
Closed -$202K – 161
2019
Q4 		$202K Buy
+1,478
New +$195K 0.13% 161

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return