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 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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 22.9% 1-Year Est. Return

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

Laidlaw Wealth Management's IWD Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2023, closing a stake of 1,858 shares — an estimated $293K sold.

Laidlaw Wealth Management first reported a position in IWD in Q4 2019 and held it in 9 quarters. The position peaked at $312K in Q4 2021. 1,443 funds tracked by Wall St. Rank hold IWD as of Q3 2023.

Laidlaw Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 1,858 iShares Russell 1000 Value ETF shares in Q3 2023, an estimated $293K.
Laidlaw Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 9 quarters.
Laidlaw Wealth Management's iShares Russell 1000 Value ETF position peaked at $312K in Q4 2021.
1,443 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.