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Red Cedar Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Red Cedar Investment 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
2023
Q4 		– Sell
-2,929
Closed -$445K – 75
2023
Q3 		$445K Sell
2,929
-25,717
-90% -$4.08M 0.07% 72
2023
Q2 		$4.52M Hold
28,646
– – 0.69% 21
2023
Q1 		$4.36M Sell
28,646
-23,358
-45% -$3.61M 0.67% 22
2022
Q4 		$7.89M Sell
52,004
-2,557
-5% -$383K 1.24% 14
2022
Q3 		$7.42M Hold
54,561
– – 1.27% 14
2022
Q2 		$7.91M Sell
54,561
-749
-1% -$117K 1.29% 15
2022
Q1 		$9.18M Sell
55,310
-10,573
-16% -$1.74M 1.28% 14
2021
Q4 		$11.1M Buy
65,883
+86
+0.1% +$14.1K 1.32% 14
2021
Q3 		$10.3M Buy
65,797
+25,794
+64% +$4.14M 1.34% 16
2021
Q2 		$6.34M Buy
40,003
+33
+0.1% +$5.22K 0.84% 18
2021
Q1 		$6.06M Buy
39,970
+35,270
+750% +$5.1M 0.78% 17
2020
Q4 		$643K Sell
4,700
-2,269
-33% -$291K 0.1% 71
2020
Q3 		$823K Sell
6,969
-6,511
-48% -$772K 0.15% 55
2020
Q2 		$1.52M Buy
13,480
+1,734
+15% +$191K 0.36% 20
2020
Q1 		$1.17M Buy
11,746
+1
+0% +$125 0.5% 19
2019
Q4 		$1.6M Buy
11,745
+172
+1% +$22.7K 0.43% 19
2019
Q3 		$1.48M Hold
11,573
– – 0.47% 19
2019
Q2 		$1.47M Buy
11,573
+64
+0.6% +$8.01K 0.54% 17
2019
Q1 		$1.46M Buy
11,509
+62
+0.5% +$7.45K 0.5% 21
2018
Q4 		$1.27M Buy
11,447
+592
+5% +$70.9K 0.44% 23
2018
Q3 		$1.37M Buy
+10,855
New +$1.36M 0.41% 23

Other funds holding IWD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Red Cedar Investment Management's IWD Position: Q4 2023 in Review

Red Cedar Investment Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2023, closing a stake of 2,929 shares — an estimated $445K sold.

Red Cedar Investment Management first reported a position in IWD in Q3 2018 and held it in 21 quarters. The position peaked at $11.1M in Q4 2021. 1,556 funds tracked by Wall St. Rank hold IWD as of Q4 2023.

  • Red Cedar Investment Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2023 after selling out during the quarter.
  • Red Cedar Investment Management sold 2,929 iShares Russell 1000 Value ETF shares in Q4 2023, an estimated $445K.
  • Red Cedar Investment Management first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and held it in 21 quarters.
  • Red Cedar Investment Management's iShares Russell 1000 Value ETF position peaked at $11.1M in Q4 2021.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2023.

Based on Red Cedar Investment Management's 13F filing for Q4 2023, filed 6 Feb 2024.