Pursue Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Pursue Wealth 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
2023 Q3	–	Sell	-6,036	Closed	-$953K	–	95
2023 Q2	$953K	Hold	6,036	–	–	0.6%	43
2023 Q1	$919K	Hold	6,036	–	–	0.63%	47
2022 Q4	$915K	Hold	6,036	–	–	0.71%	45
2022 Q3	$821K	Buy	6,036 +2,100	+53%	+$316K	0.59%	48
2022 Q2	$571K	Hold	3,936	–	–	0.36%	61
2022 Q1	$654K	Hold	3,936	–	–	0.27%	74
2021 Q4	$661K	Buy	+3,936	New	+$645K	0.26%	77

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Pursue Wealth Partners's IWD Position: Q3 2023 in Review

Pursue Wealth Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2023, closing a stake of 6,036 shares — an estimated $953K sold.

Pursue Wealth Partners first reported a position in IWD in Q4 2021 and held it in 7 quarters. The position peaked at $953K in Q2 2023. 1,441 funds tracked by Wall St. Rank hold IWD as of Q3 2023.

Pursue Wealth Partners reported no remaining iShares Russell 1000 Value ETF position as of Q3 2023 after selling out during the quarter.
Pursue Wealth Partners sold 6,036 iShares Russell 1000 Value ETF shares in Q3 2023, an estimated $953K.
Pursue Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 7 quarters.
Pursue Wealth Partners's iShares Russell 1000 Value ETF position peaked at $953K in Q2 2023.
1,441 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2023.

Based on Pursue Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.