Thompson David Blair’s iShares Russell 1000 Value ETF IWD Stock Holding History

Thompson David Blair’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	$628K	Buy	+3,392	New	+$651K	0.46%	56

Other funds holding IWD

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Thompson David Blair's IWD Position: Q4 2024 in Review

Thompson David Blair opened a new position in iShares Russell 1000 Value ETF (IWD) in Q4 2024: 3,392 shares worth $628K. The stake represents 0.46% of the portfolio and ranks #56 among its holdings.

1,736 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

Thompson David Blair held 3,392 shares of iShares Russell 1000 Value ETF worth $628K as of Q4 2024.
iShares Russell 1000 Value ETF was a new Thompson David Blair position in Q4 2024.
iShares Russell 1000 Value ETF made up 0.46% of Thompson David Blair's portfolio in Q4 2024, its #56 holding.
1,736 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Thompson David Blair's 13F filing for Q4 2024, filed 14 Aug 2026.