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

Madrona Financial Services’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	-1,413	Closed	-$253K	–	106
2024 Q1	$253K	Buy	1,413 +5	+0.4%	+$846	0.09%	78
2023 Q4	$233K	Buy	1,408 +15	+1%	+$2.32K	0.09%	74
2023 Q3	$212K	Hold	1,393	–	–	0.1%	91
2023 Q2	$220K	Buy	1,393 +5	+0.4%	+$764	0.11%	90
2023 Q1	$211K	Buy	1,388 +6	+0.4%	+$927	0.11%	83
2022 Q4	$210K	Buy	+1,382	New	+$207K	0.12%	75
2022 Q3	–	Sell	-1,725	Closed	-$250K	–	76
2022 Q2	$250K	Buy	+1,725	New	+$270K	0.15%	68

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

Madrona Financial Services's IWD Position: Q2 2024 in Review

Madrona Financial Services sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2024, closing a stake of 1,413 shares — an estimated $253K sold.

Madrona Financial Services first reported a position in IWD in Q2 2022 and held it in 7 quarters. The position peaked at $253K in Q1 2024. 1,519 funds tracked by Wall St. Rank hold IWD as of Q2 2024.

Madrona Financial Services reported no remaining iShares Russell 1000 Value ETF position as of Q2 2024 after selling out during the quarter.
Madrona Financial Services sold 1,413 iShares Russell 1000 Value ETF shares in Q2 2024, an estimated $253K.
Madrona Financial Services first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and held it in 7 quarters.
Madrona Financial Services's iShares Russell 1000 Value ETF position peaked at $253K in Q1 2024.
1,519 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2024.

Based on Madrona Financial Services's 13F filing for Q2 2024, filed 19 Jul 2024.