Monumental Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Monumental Financial Group’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	-1,723	Closed	-$285K	–	42
2023 Q4	$285K	Buy	+1,723	New	+$266K	0.17%	38
2023 Q2	–	Sell	-971	Closed	-$148K	–	63
2023 Q1	$148K	Buy	+971	New	+$150K	0.11%	53
2022 Q2	–	Sell	-971	Closed	-$161K	–	49
2022 Q1	$161K	Buy	+971	New	+$159K	0.13%	24

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Monumental Financial Group's IWD Position: Q1 2024 in Review

Monumental Financial Group sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2024, closing a stake of 1,723 shares — an estimated $285K sold.

Monumental Financial Group first reported a position in IWD in Q1 2022 and held it in 3 quarters. The position peaked at $285K in Q4 2023. 1,542 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

Monumental Financial Group reported no remaining iShares Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
Monumental Financial Group sold 1,723 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $285K.
Monumental Financial Group first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and held it in 3 quarters.
Monumental Financial Group's iShares Russell 1000 Value ETF position peaked at $285K in Q4 2023.
1,542 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Monumental Financial Group's 13F filing for Q1 2024, filed 16 Apr 2024.