MSS
IWD icon

Mitchell Sinkler & Starr’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mitchell Sinkler & Starr’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
2025
Q1 		– Sell
-430
Closed -$79.6K – 163
2024
Q4 		$79.6K Hold
430
– – 0.02% 173
2024
Q3 		$81.6K Hold
430
– – 0.02% 173
2024
Q2 		$77.8K Buy
+430
New +$75.2K 0.02% 169
2024
Q1 		– Sell
-507
Closed -$83.8K – 206
2023
Q4 		$83.8K Buy
+507
New +$78.3K 0.02% 183

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Mitchell Sinkler & Starr's IWD Position: Q1 2025 in Review

Mitchell Sinkler & Starr sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2025, closing a stake of 430 shares — an estimated $79.6K sold.

Mitchell Sinkler & Starr first reported a position in IWD in Q4 2023 and held it in 4 quarters. The position peaked at $83.8K in Q4 2023. 1,714 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

  • Mitchell Sinkler & Starr reported no remaining iShares Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 430 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $79.6K.
  • Mitchell Sinkler & Starr first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and held it in 4 quarters.
  • Mitchell Sinkler & Starr's iShares Russell 1000 Value ETF position peaked at $83.8K in Q4 2023.
  • 1,714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2025, filed 7 May 2025.