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

LGT 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 Q2	–	Sell	-810	Closed	-$145K	–	821
2024 Q1	$145K	Hold	810	–	–	0.17%	144
2023 Q4	$134K	Hold	810	–	–	0.16%	141
2023 Q3	$123K	Hold	810	–	–	0.16%	138
2023 Q2	$128K	Buy	+810	New	+$124K	0.14%	127
2023 Q1	–	Sell	-810	Closed	-$123K	–	145
2022 Q4	$123K	Buy	+810	New	+$121K	0.14%	114

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

LGT Financial Advisors's IWD Position: Q2 2024 in Review

LGT Financial Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2024, closing a stake of 810 shares — an estimated $145K sold.

LGT Financial Advisors first reported a position in IWD in Q4 2022 and held it in 5 quarters. The position peaked at $145K in Q1 2024. 1,519 funds tracked by Wall St. Rank hold IWD as of Q2 2024.

LGT Financial Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q2 2024 after selling out during the quarter.
LGT Financial Advisors sold 810 iShares Russell 1000 Value ETF shares in Q2 2024, an estimated $145K.
LGT Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 5 quarters.
LGT Financial Advisors's iShares Russell 1000 Value ETF position peaked at $145K in Q1 2024.
1,519 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.