Phoenix Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Phoenix Wealth Advisors’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	–	Sell	-1,690	Closed	-$295K	–	124
2024 Q2	$295K	Sell	1,690 -230	-12%	-$40.2K	0.15%	102
2024 Q1	$344K	Sell	1,920 -280	-13%	-$47.4K	0.21%	88
2023 Q4	$365K	Hold	2,200	–	–	0.25%	76
2023 Q3	$334K	Hold	2,200	–	–	0.2%	73
2023 Q2	$347K	Hold	2,200	–	–	0.2%	72
2023 Q1	$335K	Hold	2,200	–	–	0.21%	67
2022 Q4	$334K	Buy	2,200 +285	+15%	+$42.7K	0.2%	67
2022 Q3	$260K	Buy	+1,915	New	+$288K	0.26%	81
2021 Q4	–	Sell	-297	Closed	-$46K	–	239
2021 Q3	$46K	Hold	297	–	–	0.03%	198
2021 Q2	$47K	Hold	297	–	–	0.03%	192
2021 Q1	$45K	Buy	297 +90	+43%	+$13K	0.04%	197
2020 Q4	$28K	Buy	+207	New	+$26.6K	0.02%	230

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Phoenix Wealth Advisors's IWD Position: Q3 2024 in Review

Phoenix Wealth Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2024, closing a stake of 1,690 shares — an estimated $295K sold.

Phoenix Wealth Advisors first reported a position in IWD in Q4 2020 and held it in 12 quarters. The position peaked at $365K in Q4 2023. 1,580 funds tracked by Wall St. Rank hold IWD as of Q3 2024.

Phoenix Wealth Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q3 2024 after selling out during the quarter.
Phoenix Wealth Advisors sold 1,690 iShares Russell 1000 Value ETF shares in Q3 2024, an estimated $295K.
Phoenix Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and held it in 12 quarters.
Phoenix Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $365K in Q4 2023.
1,580 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2024.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.