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Planning Capital Management Corporation’s iShares Russell 1000 Value ETF IWD Stock Holding History

Planning Capital Management Corporation’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 		$371K Buy
1,954
+76
+4% +$13.8K 0.25% 61
2024
Q2 		$328K Sell
1,878
-1
-0.1% -$175 0.23% 67
2024
Q1 		$337K Sell
1,879
-538
-22% -$91K 0.25% 58
2023
Q4 		$399K Buy
+2,417
New +$373K 0.31% 52

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $424B AUM 22.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Planning Capital Management Corporation's IWD Position: Q3 2024 in Review

Planning Capital Management Corporation increased its iShares Russell 1000 Value ETF (IWD) stake by 4% in Q3 2024, buying an estimated $13.8K and bringing the position to 1,954 shares worth $371K. The position accounts for 0.25% of the portfolio, ranked #61.

Planning Capital Management Corporation first reported a position in IWD in Q4 2023 and has held it in 4 quarters since. The position peaked at $399K in Q4 2023. 1,581 funds tracked by Wall St. Rank hold IWD as of Q3 2024.

  • Planning Capital Management Corporation held 1,954 shares of iShares Russell 1000 Value ETF worth $371K as of Q3 2024.
  • Planning Capital Management Corporation bought 76 iShares Russell 1000 Value ETF shares in Q3 2024, an estimated $13.8K.
  • iShares Russell 1000 Value ETF made up 0.25% of Planning Capital Management Corporation's portfolio in Q3 2024, its #61 holding.
  • Planning Capital Management Corporation first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's iShares Russell 1000 Value ETF position peaked at $399K in Q4 2023.
  • 1,581 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.