Polianta Ltd’s iShares Russell 1000 Value ETF IWD Stock Holding History

Polianta Ltd’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	-38,900	Closed	-$7.38M	–	82
2024 Q3	$7.38M	Buy	+38,900	New	+$7.09M	3.47%	10
2024 Q1	–	Sell	-35,000	Closed	-$5.78M	–	92
2023 Q4	$5.78M	Sell	35,000 -17,100	-33%	-$2.64M	3.37%	11
2023 Q3	$7.91M	Sell	52,100 -2,700	-5%	-$428K	3.9%	12
2023 Q2	$8.65M	Buy	+54,800	New	+$8.38M	4.01%	12
2019 Q3	–	Sell	-58,600	Closed	-$7.46M	–	84
2019 Q2	$7.46M	Buy	+58,600	New	+$7.33M	3.22%	10

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Polianta Ltd's IWD Position: Q4 2024 in Review

Polianta Ltd sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2024, closing a stake of 38,900 shares — an estimated $7.38M sold.

Polianta Ltd first reported a position in IWD in Q2 2019 and held it in 5 quarters. The position peaked at $8.65M in Q2 2023. 1,742 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

Polianta Ltd reported no remaining iShares Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
Polianta Ltd sold 38,900 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $7.38M.
Polianta Ltd first reported a position in iShares Russell 1000 Value ETF in Q2 2019 and held it in 5 quarters.
Polianta Ltd's iShares Russell 1000 Value ETF position peaked at $8.65M in Q2 2023.
1,742 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Polianta Ltd's 13F filing for Q4 2024, filed 16 Jan 2025.