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Private Portfolio Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Private Portfolio Partners’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 		$950K Buy
5,132
+80
+2% +$15.3K 0.17% 99
2024
Q3 		$959K Buy
+5,052
New +$920K 0.18% 95
2024
Q2 		– Sell
-5,613
Closed -$1.01M – 169
2024
Q1 		$1.01M Buy
5,613
+59
+1% +$9.98K 0.21% 90
2023
Q4 		$918K Sell
5,554
-31
-0.6% -$4.79K 0.21% 89
2023
Q3 		$848K Sell
5,585
-125
-2% -$19.8K 0.22% 81
2023
Q2 		$901K Sell
5,710
-144
-2% -$22K 0.23% 76
2023
Q1 		$891K Sell
5,854
-1,243
-18% -$192K 0.24% 77
2022
Q4 		$1.08M Buy
7,097
+108
+2% +$16.2K 0.28% 74
2022
Q3 		$950K Sell
6,989
-471
-6% -$70.8K 0.27% 81
2022
Q2 		$1.08M Sell
7,460
-369
-5% -$57.7K 0.3% 74
2022
Q1 		$1.3M Sell
7,829
-202
-3% -$33.2K 0.32% 71
2021
Q4 		$1.35M Buy
8,031
+76
+1% +$12.5K 0.35% 65
2021
Q3 		$1.25M Sell
7,955
-167
-2% -$26.8K 0.36% 63
2021
Q2 		$1.29M Sell
8,122
-25
-0.3% -$3.96K 0.37% 61
2021
Q1 		$1.23M Buy
8,147
+80
+1% +$11.6K 0.4% 58
2020
Q4 		$1.1M Buy
8,067
+306
+4% +$39.3K 0.39% 60
2020
Q3 		$917K Sell
7,761
-828
-10% -$98.2K 0.37% 64
2020
Q2 		$967K Sell
8,589
-570
-6% -$62.7K 0.45% 55
2020
Q1 		$908K Buy
9,159
+586
+7% +$73K 0.48% 57
2019
Q4 		$1.17M Buy
8,573
+179
+2% +$23.6K 0.51% 52
2019
Q3 		$1.08M Sell
8,394
-807
-9% -$103K 0.51% 55
2019
Q2 		$1.17M Sell
9,201
-142
-2% -$17.8K 0.5% 57
2019
Q1 		$1.15M Sell
9,343
-927
-9% -$111K 0.61% 47
2018
Q4 		$1.14M Buy
+10,270
New +$1.23M 0.7% 41

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Private Portfolio Partners's IWD Position: Q4 2024 in Review

Private Portfolio Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 1.6% in Q4 2024, buying an estimated $15.3K and bringing the position to 5,132 shares worth $950K. The position accounts for 0.17% of the portfolio, ranked #99.

Private Portfolio Partners first reported a position in IWD in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.35M in Q4 2021. 1,734 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

  • Private Portfolio Partners held 5,132 shares of iShares Russell 1000 Value ETF worth $950K as of Q4 2024.
  • Private Portfolio Partners bought 80 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $15.3K.
  • iShares Russell 1000 Value ETF made up 0.17% of Private Portfolio Partners's portfolio in Q4 2024, its #99 holding.
  • Private Portfolio Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's iShares Russell 1000 Value ETF position peaked at $1.35M in Q4 2021.
  • 1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.