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Partnership Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Partnership Wealth 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
-132
Closed -$25K – 124
2024
Q3 		$25K Sell
132
-39
-23% -$7.11K 0.02% 138
2024
Q2 		$29.8K Buy
171
+1
+0.6% +$175 0.02% 163
2024
Q1 		$30.5K Hold
170
– – 0.02% 163
2023
Q4 		$28K Buy
+170
New +$26.3K 0.02% 162

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Partnership Wealth Management's IWD Position: Q4 2024 in Review

Partnership Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2024, closing a stake of 132 shares — an estimated $25K sold.

Partnership Wealth Management first reported a position in IWD in Q4 2023 and held it in 4 quarters. The position peaked at $30.5K in Q1 2024. 1,734 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

  • Partnership Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 132 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $25K.
  • Partnership Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's iShares Russell 1000 Value ETF position peaked at $30.5K in Q1 2024.
  • 1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.