Prio Wealth Limited Partnership’s iShares Russell 1000 Value ETF IWD Stock Holding History

Prio Wealth Limited Partnership’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	$208K	Buy	+1,096	New	+$200K	0.01%	260

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

Prio Wealth Limited Partnership's IWD Position: Q3 2024 in Review

Prio Wealth Limited Partnership opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2024: 1,096 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #260 among its holdings.

1,580 funds tracked by Wall St. Rank hold IWD as of Q3 2024.

Prio Wealth Limited Partnership held 1,096 shares of iShares Russell 1000 Value ETF worth $208K as of Q3 2024.
iShares Russell 1000 Value ETF was a new Prio Wealth Limited Partnership position in Q3 2024.
iShares Russell 1000 Value ETF made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #260 holding.
1,580 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.