Merriman Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $285K | Buy |
1,539
+67
| +5% | +$12.9K | 0.01% | 172 |
|
|
2024
Q3 | $279K | Sell |
1,472
-662
| -31% | -$121K | 0.01% | 180 |
|
|
2024
Q2 | $372K | Buy |
2,134
+523
| +32% | +$91.4K | 0.02% | 156 |
|
|
2024
Q1 | $289K | Sell |
1,611
-17
| -1% | -$2.88K | 0.01% | 169 |
|
|
2023
Q4 | $269K | Buy |
1,628
+18
| +1% | +$2.78K | 0.01% | 165 |
|
|
2023
Q3 | $246K | Buy |
1,610
+66
| +4% | +$10.5K | 0.01% | 165 |
|
|
2023
Q2 | $244K | Sell |
1,544
-12
| -0.8% | -$1.83K | 0.01% | 191 |
|
|
2023
Q1 | $237K | Buy |
1,556
+106
| +7% | +$16.4K | 0.01% | 178 |
|
|
2022
Q4 | $220K | Buy |
+1,450
| New | +$217K | 0.01% | 193 |
|
|
2022
Q3 | – | Sell |
-1,449
| Closed | -$210K | – | 184 |
|
|
2022
Q2 | $210K | Sell |
1,449
-241
| -14% | -$37.7K | 0.01% | 156 |
|
|
2022
Q1 | $280K | Buy |
1,690
+1
| +0.1% | +$164 | 0.02% | 171 |
|
|
2021
Q4 | $284K | Sell |
1,689
-94
| -5% | -$15.4K | 0.02% | 177 |
|
|
2021
Q3 | $279K | Hold |
1,783
| – | – | 0.02% | 167 |
|
|
2021
Q2 | $283K | Buy |
1,783
+117
| +7% | +$18.5K | 0.02% | 188 |
|
|
2021
Q1 | $253K | Sell |
1,666
-1,035
| -38% | -$150K | 0.03% | 164 |
|
|
2020
Q4 | $370K | Sell |
2,701
-777
| -22% | -$99.7K | 0.04% | 160 |
|
|
2020
Q3 | $411K | Buy |
3,478
+202
| +6% | +$24K | 0.06% | 115 |
|
|
2020
Q2 | $369K | Sell |
3,276
-1,541
| -32% | -$169K | 0.06% | 122 |
|
|
2020
Q1 | $478K | Sell |
4,817
-776
| -14% | -$96.7K | 0.1% | 88 |
|
|
2019
Q4 | $763K | Buy |
5,593
+1,336
| +31% | +$176K | 0.15% | 108 |
|
|
2019
Q3 | $546K | Sell |
4,257
-5
| -0.1% | -$635 | 0.11% | 112 |
|
|
2019
Q2 | $5.46K | Buy |
4,262
+76
| +2% | +$9.51K | 0.11% | 119 |
|
|
2019
Q1 | $517K | Buy |
4,186
+52
| +1% | +$6.25K | 0.1% | 135 |
|
|
2018
Q4 | $464K | Sell |
4,134
-384
| -8% | -$46K | 0.1% | 95 |
|
|
2018
Q3 | $572K | Sell |
4,518
-615
| -12% | -$77.2K | 0.12% | 106 |
|
|
2018
Q2 | $623K | Sell |
5,133
-3,269
| -39% | -$397K | 0.14% | 97 |
|
|
2018
Q1 | $1.01M | Sell |
8,402
-430
| -5% | -$53.6K | 0.27% | 85 |
|
|
2017
Q4 | $1.1M | Sell |
8,832
-2,228
| -20% | -$270K | 0.27% | 80 |
|
|
2017
Q3 | $1.31M | Buy |
11,060
+7,740
| +233% | +$902K | 0.31% | 71 |
|
|
2017
Q2 | $387K | Sell |
3,320
-56,195
| -94% | -$6.47M | 0.11% | 91 |
|
|
2017
Q1 | $6.84M | Buy |
59,515
+410
| +0.7% | +$47K | 1.66% | 15 |
|
|
2016
Q4 | $6.67M | Sell |
59,105
-440
| -0.7% | -$47.6K | 1.82% | 11 |
|
|
2016
Q3 | $6.29M | Buy |
59,545
+56,062
| +1,610% | +$5.91M | 1.3% | 23 |
|
|
2016
Q2 | $360K | Buy |
+3,483
| New | +$352K | 0.1% | 88 |
|
Other funds holding IWD
Merriman Wealth Management's IWD Position: Q4 2024 in Review
Merriman Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 4.6% in Q4 2024, buying an estimated $12.9K and bringing the position to 1,539 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #172.
Merriman Wealth Management first reported a position in IWD in Q2 2016 and has held it in 34 quarters since. The position peaked at $6.84M in Q1 2017. 1,735 funds tracked by Wall St. Rank hold IWD as of Q4 2024.
- Merriman Wealth Management held 1,539 shares of iShares Russell 1000 Value ETF worth $285K as of Q4 2024.
- Merriman Wealth Management bought 67 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $12.9K.
- iShares Russell 1000 Value ETF made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #172 holding.
- Merriman Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2016 and has held it in 34 quarters since.
- Merriman Wealth Management's iShares Russell 1000 Value ETF position peaked at $6.84M in Q1 2017.
- 1,735 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.
Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.