PSI Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

PSI Advisors’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 Q2	–	Sell	-81	Closed	-$14.5K	–	890
2024 Q1	$14.5K	Hold	81	–	–	0.01%	435
2023 Q4	$13.4K	Hold	81	–	–	0.01%	470
2023 Q3	$12.3K	Hold	81	–	–	0.01%	465
2023 Q2	$12.8K	Hold	81	–	–	0.01%	457
2023 Q1	$12.3K	Hold	81	–	–	0.01%	402
2022 Q4	$12.3K	Hold	81	–	–	0.01%	396
2022 Q3	$11K	Hold	81	–	–	0.01%	414
2022 Q2	$12K	Hold	81	–	–	0.01%	427
2022 Q1	$13K	Hold	81	–	–	0.01%	434
2021 Q4	$14K	Hold	81	–	–	0.01%	452
2021 Q3	$13K	Buy	+81	New	+$13K	0.01%	453
2020 Q1	–	Sell	-96	Closed	-$13K	–	337
2019 Q4	$13K	Buy	+96	New	+$12.7K	0.01%	430

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

PSI Advisors's IWD Position: Q2 2024 in Review

PSI Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2024, closing a stake of 81 shares — an estimated $14.5K sold.

PSI Advisors first reported a position in IWD in Q4 2019 and held it in 12 quarters. The position peaked at $14.5K in Q1 2024. 1,523 funds tracked by Wall St. Rank hold IWD as of Q2 2024.

PSI Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q2 2024 after selling out during the quarter.
PSI Advisors sold 81 iShares Russell 1000 Value ETF shares in Q2 2024, an estimated $14.5K.
PSI Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 12 quarters.
PSI Advisors's iShares Russell 1000 Value ETF position peaked at $14.5K in Q1 2024.
1,523 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2024.

Based on PSI Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.