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

PFG Private 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	-129	Closed	-$24.5K	–	246
2024 Q3	$24.5K	Buy	+129	New	+$23.5K	0.01%	112
2024 Q1	–	Sell	-64	Closed	-$10.6K	–	233
2023 Q4	$10.6K	Sell	64 -264	-80%	-$40.8K	0.01%	133
2023 Q3	$49.8K	Buy	328 +10	+3%	+$1.59K	0.04%	89
2023 Q2	$50.2K	Sell	318 -3	-0.9%	-$459	0.03%	146
2023 Q1	$48.9K	Hold	321	–	–	0.03%	151
2022 Q4	$49K	Buy	321 +189	+143%	+$28.3K	0.03%	143
2022 Q3	$18K	Hold	132	–	–	0.01%	160
2022 Q2	$19K	Buy	+132	New	+$20.6K	0.01%	178

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFG Private Wealth Management's IWD Position: Q4 2024 in Review

PFG Private Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2024, closing a stake of 129 shares — an estimated $24.5K sold.

PFG Private Wealth Management first reported a position in IWD in Q2 2022 and held it in 8 quarters. The position peaked at $50.2K in Q2 2023. 1,734 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

PFG Private Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
PFG Private Wealth Management sold 129 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $24.5K.
PFG Private Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and held it in 8 quarters.
PFG Private Wealth Management's iShares Russell 1000 Value ETF position peaked at $50.2K in Q2 2023.
1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on PFG Private Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.