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Macroview Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Macroview Investment 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
2024
Q4 		– Sell
-57
Closed -$10.9K – 313
2024
Q3 		$10.9K Hold
57
– – 0.01% 225
2024
Q2 		$9.96K Hold
57
– – 0.01% 234
2024
Q1 		$10.2K Hold
57
– – 0.01% 254
2023
Q4 		$9.36K Buy
57
+1
+2% +$154 0.01% 269
2023
Q3 		$8.49K Sell
56
-352
-86% -$55.8K 0.01% 297
2023
Q2 		$64.3K Buy
408
+1
+0.2% +$153 0.1% 82
2023
Q1 		$62K Buy
407
+2
+0.5% +$309 0.1% 81
2022
Q4 		$61.5K Buy
405
+5
+1% +$748 0.11% 82
2022
Q3 		$54K Sell
400
-73
-15% -$11K 0.1% 81
2022
Q2 		$69K Buy
473
+2
+0.4% +$313 0.11% 81
2022
Q1 		$78K Buy
471
+1
+0.2% +$164 0.11% 77
2021
Q4 		$79K Buy
470
+4
+0.9% +$655 0.1% 78
2021
Q3 		$73K Buy
466
+23
+5% +$3.69K 0.09% 76
2021
Q2 		$70K Buy
443
+3
+0.7% +$475 0.09% 79
2021
Q1 		$67K Hold
440
– – 0.1% 74
2020
Q4 		$60K Buy
440
+2
+0.5% +$257 0.09% 75
2020
Q3 		$52K Sell
438
-33
-7% -$3.91K 0.09% 72
2020
Q2 		$53K Buy
471
+113
+32% +$12.4K 0.11% 69
2020
Q1 		$36K Hold
358
– – 0.08% 76
2019
Q4 		$49K Sell
358
-102
-22% -$13.4K 0.1% 70
2019
Q3 		$59K Sell
460
-173
-27% -$22K 0.13% 63
2019
Q2 		$81K Sell
633
-2,926
-82% -$366K 0.21% 59
2019
Q1 		$440K Sell
3,559
-2,551
-42% -$307K 1.09% 23
2018
Q4 		$679K Sell
6,110
-11
-0.2% -$1.32K 2.16% 13
2018
Q3 		$775K Buy
6,121
+5,704
+1,368% +$716K 2.43% 10
2018
Q2 		$51K Hold
417
– – 0.18% 61
2018
Q1 		$50K Buy
417
+308
+283% +$38.4K 0.18% 59
2017
Q4 		$14K Hold
109
– – 0.07% 71
2017
Q3 		$13K Buy
+109
New +$12.7K 0.06% 79

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Macroview Investment Management's IWD Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2024, closing a stake of 57 shares — an estimated $10.9K sold.

Macroview Investment Management first reported a position in IWD in Q3 2017 and held it in 29 quarters. The position peaked at $775K in Q3 2018. 1,737 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

  • Macroview Investment Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 57 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $10.9K.
  • Macroview Investment Management first reported a position in iShares Russell 1000 Value ETF in Q3 2017 and held it in 29 quarters.
  • Macroview Investment Management's iShares Russell 1000 Value ETF position peaked at $775K in Q3 2018.
  • 1,737 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.