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Naviter Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Naviter Wealth’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
2023
Q1 		– Sell
-50,578
Closed -$7.96M – 206
2022
Q4 		$7.96M Buy
+50,578
New +$7.57M 2.19% 12

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Naviter Wealth's IWD Position: Q1 2023 in Review

Naviter Wealth sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2023, closing a stake of 50,578 shares — an estimated $7.96M sold.

Naviter Wealth first reported a position in IWD in Q4 2022 and held it in 1 quarter. The position peaked at $7.96M in Q4 2022. 1,413 funds tracked by Wall St. Rank hold IWD as of Q1 2023.

  • Naviter Wealth reported no remaining iShares Russell 1000 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Naviter Wealth sold 50,578 iShares Russell 1000 Value ETF shares in Q1 2023, an estimated $7.96M.
  • Naviter Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 1 quarter.
  • Naviter Wealth's iShares Russell 1000 Value ETF position peaked at $7.96M in Q4 2022.
  • 1,413 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2023.

Based on Naviter Wealth's 13F filing for Q1 2023, filed 12 Apr 2023.