Nomura Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Nomura Asset Management’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	-18,680	Closed	-$3.09M	–	1542
2023 Q4	$3.09M	Hold	18,680	–	–	0.01%	652
2023 Q3	$2.84M	Hold	18,680	–	–	0.01%	631
2023 Q2	$2.95M	Hold	18,680	–	–	0.01%	632
2023 Q1	$2.84M	Hold	18,680	–	–	0.01%	615
2022 Q4	$2.83M	Buy	18,680 +7,680	+70%	+$1.15M	0.02%	605
2022 Q3	$1.5M	Hold	11,000	–	–	0.01%	726
2022 Q2	$3.32M	Sell	11,000 -3,300	-23%	-$516K	0.02%	566
2022 Q1	$2.37M	Buy	+14,300	New	+$2.35M	0.01%	693
2020 Q3	–	Sell	-8,700	Closed	-$1.03M	–	953
2020 Q2	$980K	Buy	+8,700	New	+$957K	0.01%	778

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

Nomura Asset Management's IWD Position: Q1 2024 in Review

Nomura Asset Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2024, closing a stake of 18,680 shares — an estimated $3.09M sold.

Nomura Asset Management first reported a position in IWD in Q2 2020 and held it in 9 quarters. The position peaked at $3.32M in Q2 2022. 1,540 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

Nomura Asset Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
Nomura Asset Management sold 18,680 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $3.09M.
Nomura Asset Management first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and held it in 9 quarters.
Nomura Asset Management's iShares Russell 1000 Value ETF position peaked at $3.32M in Q2 2022.
1,540 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Nomura Asset Management's 13F filing for Q1 2024, filed 13 May 2024.