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

Objective Capital 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 Q4	–	Sell	-6,218	Closed	-$1.18M	–	148
2024 Q3	$1.18M	Buy	+6,218	New	+$1.13M	0.69%	40
2024 Q1	$1.14M	Buy	6,374 +1	+0%	+$169	0.77%	36
2023 Q4	$1.05M	Buy	6,373 +2	+0%	+$309	0.8%	35
2023 Q3	$967K	Hold	6,371	–	–	0.86%	35
2023 Q2	$1.01M	Sell	6,371 -350	-5%	-$53.5K	0.88%	33
2023 Q1	$1.02M	Sell	6,721 -327	-5%	-$50.5K	0.93%	32
2022 Q4	$1.07M	Buy	7,048 +1	+0%	+$150	1.06%	28
2022 Q3	$958K	Buy	7,047 +1	+0%	+$150	1.02%	28
2022 Q2	$1.02M	Sell	7,046 -532	-7%	-$83.2K	1.03%	28
2022 Q1	$1.26M	Hold	7,578	–	–	0.97%	27
2021 Q4	$1.27M	Buy	+7,578	New	+$1.24M	0.9%	29

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

Objective Capital Management's IWD Position: Q4 2024 in Review

Objective Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2024, closing a stake of 6,218 shares — an estimated $1.18M sold.

Objective Capital Management first reported a position in IWD in Q4 2021 and held it in 11 quarters. The position peaked at $1.27M in Q4 2021. 1,734 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

Objective Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
Objective Capital Management sold 6,218 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $1.18M.
Objective Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 11 quarters.
Objective Capital Management's iShares Russell 1000 Value ETF position peaked at $1.27M in Q4 2021.
1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Objective Capital Management's 13F filing for Q4 2024, filed 18 Mar 2025.