LFA
IWD icon

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

Level Financial Advisors’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
-164
Closed -$27.1K – 166
2023
Q4 		$27.1K Hold
164
– – 0.01% 146
2023
Q3 		$24.9K Hold
164
– – 0.01% 140
2023
Q2 		$25.9K Hold
164
– – 0.01% 138
2023
Q1 		$25K Sell
164
-20
-11% -$3.09K 0.02% 121
2022
Q4 		$28K Buy
184
+20
+12% +$2.99K 0.02% 114
2022
Q3 		$22K Hold
164
– – 0.02% 130
2022
Q2 		$24K Buy
+164
New +$25.7K 0.02% 136

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Level Financial Advisors's IWD Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2024, closing a stake of 164 shares — an estimated $27.1K sold.

Level Financial Advisors first reported a position in IWD in Q2 2022 and held it in 7 quarters. The position peaked at $28K in Q4 2022. 1,540 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

  • Level Financial Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 164 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $27.1K.
  • Level Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and held it in 7 quarters.
  • Level Financial Advisors's iShares Russell 1000 Value ETF position peaked at $28K in Q4 2022.
  • 1,540 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.