NL
IWD icon

NKCFO LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

NKCFO LLC’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
Q3 		– Sell
-1,150
Closed -$182K – 87
2023
Q2 		$182K Hold
1,150
– – 0.08% 55
2023
Q1 		$175K Hold
1,150
– – 0.08% 54
2022
Q4 		$174K Buy
+1,150
New +$172K 0.08% 55
2022
Q2 		– Sell
-1,400
Closed -$232K – 115
2022
Q1 		$232K Hold
1,400
– – 0.07% 63
2021
Q4 		$235K Hold
1,400
– – 0.08% 65
2021
Q3 		$219K Hold
1,400
– – 0.07% 62
2021
Q2 		$222K Hold
1,400
– – 0.07% 75
2021
Q1 		$212K Buy
1,400
+100
+8% +$14.5K 0.08% 72
2020
Q4 		$178K Buy
+1,300
New +$167K 0.07% 65
2020
Q1 		– Sell
-1,270
Closed -$173K – 106
2019
Q4 		$173K Buy
+1,270
New +$167K 0.13% 68

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return