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Life Planning Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Life Planning Partners’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
-22
Closed -$3.64K – 147
2023
Q4 		$3.64K Buy
+22
New +$3.4K ﹤0.01% 193
2022
Q3 		$2.99K Hold
22
– – ﹤0.01% 159
2022
Q2 		$3K Hold
22
– – ﹤0.01% 157
2022
Q1 		$4K Hold
22
– – ﹤0.01% 157
2021
Q4 		$4K Buy
+22
New +$3.6K ﹤0.01% 148

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

Life Planning Partners's IWD Position: Q1 2024 in Review

Life Planning Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2024, closing a stake of 22 shares — an estimated $3.64K sold.

Life Planning Partners first reported a position in IWD in Q4 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 1,540 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

  • Life Planning Partners reported no remaining iShares Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 22 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $3.64K.
  • Life Planning Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's iShares Russell 1000 Value ETF position peaked at $4K in Q1 2022.
  • 1,540 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.