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Pathway Financial Advisers’s iShares Russell 1000 Value ETF IWD Stock Holding History

Pathway Financial Advisers’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
2023
Q1 		$11.5K Sell
75
-16
-18% -$2.47K ﹤0.01% 366
2022
Q4 		$13.8K Buy
+91
New +$13.6K 0.01% 374

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pathway Financial Advisers's IWD Position: Q1 2023 in Review

Pathway Financial Advisers reduced its iShares Russell 1000 Value ETF (IWD) stake by 18% in Q1 2023, selling an estimated $2.47K and leaving 75 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Pathway Financial Advisers first reported a position in IWD in Q4 2022 and has held it in 2 quarters since. The position peaked at $13.8K in Q4 2022. 1,410 funds tracked by Wall St. Rank hold IWD as of Q1 2023.

  • Pathway Financial Advisers held 75 shares of iShares Russell 1000 Value ETF worth $11.5K as of Q1 2023.
  • Pathway Financial Advisers sold 16 iShares Russell 1000 Value ETF shares in Q1 2023, an estimated $2.47K.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Pathway Financial Advisers's portfolio in Q1 2023, its #366 holding.
  • Pathway Financial Advisers first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 2 quarters since.
  • Pathway Financial Advisers's iShares Russell 1000 Value ETF position peaked at $13.8K in Q4 2022.
  • 1,410 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.