Nixon Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Nixon Capital’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 Q4	–	Sell	-4	Closed	-$759	–	38
2024 Q3	$759	Buy	+4	New	+$729	﹤0.01%	33

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Nixon Capital's IWD Position: Q4 2024 in Review

Nixon Capital sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2024, closing a stake of 4 shares — an estimated $759 sold.

Nixon Capital first reported a position in IWD in Q3 2024 and held it in 1 quarter. The position peaked at $759 in Q3 2024. 1,734 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

Nixon Capital reported no remaining iShares Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
Nixon Capital sold 4 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $759.
Nixon Capital first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and held it in 1 quarter.
Nixon Capital's iShares Russell 1000 Value ETF position peaked at $759 in Q3 2024.
1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Nixon Capital's 13F filing for Q4 2024, filed 13 Feb 2025.