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Petix & Botte Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Petix & Botte Financial’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
-22,056
Closed -$3.95M – 140
2024
Q1 		$3.95M Buy
+22,056
New +$3.73M 0.98% 34

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Petix & Botte Financial's IWD Position: Q2 2024 in Review

Petix & Botte Financial sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2024, closing a stake of 22,056 shares — an estimated $3.95M sold.

Petix & Botte Financial first reported a position in IWD in Q1 2024 and held it in 1 quarter. The position peaked at $3.95M in Q1 2024. 1,525 funds tracked by Wall St. Rank hold IWD as of Q2 2024.

  • Petix & Botte Financial reported no remaining iShares Russell 1000 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 22,056 iShares Russell 1000 Value ETF shares in Q2 2024, an estimated $3.95M.
  • Petix & Botte Financial first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's iShares Russell 1000 Value ETF position peaked at $3.95M in Q1 2024.
  • 1,525 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.