Rain Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Rain Capital Management’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	$8.82K	Hold	50	–	–	0.01%	86
2024 Q1	$8.91K	Hold	50	–	–	0.01%	86
2023 Q4	$8.19K	Buy	50 +1	+2%	+$154	0.01%	84
2023 Q3	$7.43K	Hold	49	–	–	0.01%	80
2023 Q2	$7.72K	Sell	49 -33	-40%	-$5.04K	0.01%	81
2023 Q1	$12.5K	Buy	82 +1	+1%	+$154	0.01%	80
2022 Q4	$12.4K	Buy	+81	New	+$12.1K	0.01%	82

Other funds holding IWD

Bank of America

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 $761B AUM 31.28% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $1.47T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return