Oversea-Chinese Banking Corp (OCBC)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’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 Q2	–	Sell	-3,180	Closed	-$545K	–	393
2024 Q1	$545K	Hold	3,180	–	–	0.02%	277
2023 Q4	$501K	Hold	3,180	–	–	0.02%	243
2023 Q3	$506K	Buy	+3,180	New	+$504K	0.02%	258
2023 Q1	–	Sell	-1,940	Closed	-$294K	–	350
2022 Q4	$294K	Buy	+1,940	New	+$290K	0.02%	291

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

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

Oversea-Chinese Banking Corp (OCBC)'s IWD Position: Q2 2024 in Review

Oversea-Chinese Banking Corp (OCBC) sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2024, closing a stake of 3,180 shares — an estimated $545K sold.

Oversea-Chinese Banking Corp (OCBC) first reported a position in IWD in Q4 2022 and held it in 4 quarters. The position peaked at $545K in Q1 2024. 1,519 funds tracked by Wall St. Rank hold IWD as of Q2 2024.

Oversea-Chinese Banking Corp (OCBC) reported no remaining iShares Russell 1000 Value ETF position as of Q2 2024 after selling out during the quarter.
Oversea-Chinese Banking Corp (OCBC) sold 3,180 iShares Russell 1000 Value ETF shares in Q2 2024, an estimated $545K.
Oversea-Chinese Banking Corp (OCBC) first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 4 quarters.
Oversea-Chinese Banking Corp (OCBC)'s iShares Russell 1000 Value ETF position peaked at $545K in Q1 2024.
1,519 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2024.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q2 2024, filed 6 Aug 2024.