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New Potomac Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

New Potomac Partners’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
Q3 		$75.9K Buy
+400
New +$72.9K 0.04% 110
2020
Q4 		– Sell
-600
Closed -$71K – 93
2020
Q3 		$71K Buy
+600
New +$71.2K 0.06% 82

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

New Potomac Partners's IWD Position: Q3 2024 in Review

New Potomac Partners opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2024: 400 shares worth $75.9K. The stake represents 0.04% of the portfolio and ranks #110 among its holdings. This is a return to the name: New Potomac Partners previously reported a position in IWD as recently as Q3 2020.

New Potomac Partners first reported a position in IWD in Q3 2020 and has held it in 2 quarters since. 1,583 funds tracked by Wall St. Rank hold IWD as of Q3 2024.

  • New Potomac Partners held 400 shares of iShares Russell 1000 Value ETF worth $75.9K as of Q3 2024.
  • iShares Russell 1000 Value ETF was a new New Potomac Partners position in Q3 2024.
  • iShares Russell 1000 Value ETF made up 0.04% of New Potomac Partners's portfolio in Q3 2024, its #110 holding.
  • New Potomac Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and has held it in 2 quarters since.
  • 1,583 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.