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

Lee Financial’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 Q1	–	Sell	-44	Closed	-$7.27K	–	501
2023 Q4	$7.27K	Hold	44	–	–	﹤0.01%	481
2023 Q3	$6.68K	Hold	44	–	–	﹤0.01%	475
2023 Q2	$6.95K	Hold	44	–	–	﹤0.01%	464
2023 Q1	$6.7K	Buy	+44	New	+$6.79K	﹤0.01%	484
2021 Q1	–	Sell	-435	Closed	-$59K	–	497
2020 Q4	$59K	Hold	435	–	–	0.02%	196
2020 Q3	$51K	Hold	435	–	–	0.01%	227
2020 Q2	$49K	Hold	435	–	–	0.01%	210
2020 Q1	$43K	Hold	435	–	–	0.01%	186
2019 Q4	$59K	Hold	435	–	–	0.01%	176
2019 Q3	$56K	Sell	435 -2,927	-87%	-$372K	0.01%	181
2019 Q2	$428K	Buy	3,362 +435	+15%	+$54.4K	0.1%	91
2019 Q1	$361K	Hold	2,927	–	–	0.08%	92
2018 Q4	$325K	Hold	2,927	–	–	0.09%	88
2018 Q3	$371K	Hold	2,927	–	–	0.09%	91
2018 Q2	$355K	Hold	2,927	–	–	0.08%	105
2018 Q1	$351K	Buy	+2,927	New	+$365K	0.09%	110

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lee Financial's IWD Position: Q1 2024 in Review

Lee Financial sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2024, closing a stake of 44 shares — an estimated $7.27K sold.

Lee Financial first reported a position in IWD in Q1 2018 and held it in 16 quarters. The position peaked at $428K in Q2 2019. 1,545 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

Lee Financial reported no remaining iShares Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 44 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $7.27K.
Lee Financial first reported a position in iShares Russell 1000 Value ETF in Q1 2018 and held it in 16 quarters.
Lee Financial's iShares Russell 1000 Value ETF position peaked at $428K in Q2 2019.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.