Peterson Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Peterson Financial Group’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 Q3	$20.6K	Buy	+108	New	+$19.7K	0.08%	148

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Peterson Financial Group's IWD Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2024: 108 shares worth $20.6K. The stake represents 0.08% of the portfolio and ranks #148 among its holdings.

1,583 funds tracked by Wall St. Rank hold IWD as of Q3 2024.

Peterson Financial Group held 108 shares of iShares Russell 1000 Value ETF worth $20.6K as of Q3 2024.
iShares Russell 1000 Value ETF was a new Peterson Financial Group position in Q3 2024.
iShares Russell 1000 Value ETF made up 0.08% of Peterson Financial Group's portfolio in Q3 2024, its #148 holding.
1,583 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.