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Planned Solutions’s iShares Russell 1000 Value ETF IWD Stock Holding History

Planned Solutions’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
Q1 		– Sell
-100
Closed -$16.5K – 313
2023
Q4 		$16.5K Buy
+100
New +$15.4K 0.01% 387
2021
Q1 		– Sell
-100
Closed -$14K – 235
2020
Q4 		$14K Hold
100
– – 0.01% 305
2020
Q3 		$12K Buy
+100
New +$11.9K 0.01% 247

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

Planned Solutions's IWD Position: Q1 2024 in Review

Planned Solutions sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2024, closing a stake of 100 shares — an estimated $16.5K sold.

Planned Solutions first reported a position in IWD in Q3 2020 and held it in 3 quarters. The position peaked at $16.5K in Q4 2023. 1,540 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

  • Planned Solutions reported no remaining iShares Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Planned Solutions sold 100 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $16.5K.
  • Planned Solutions first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and held it in 3 quarters.
  • Planned Solutions's iShares Russell 1000 Value ETF position peaked at $16.5K in Q4 2023.
  • 1,540 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.