Retirement Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Retirement Group’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 Q1	$28.7K	Hold	160	–	–	0.01%	306
2023 Q4	$26.4K	Hold	160	–	–	0.01%	302
2023 Q3	$24.3K	Hold	160	–	–	0.01%	292
2023 Q2	$25.3K	Hold	160	–	–	0.01%	285
2023 Q1	$24K	Hold	160	–	–	0.01%	277
2022 Q4	$24K	Buy	160 +147	+1,131%	+$22K	0.01%	249
2022 Q3	$2K	Sell	13 -160	-92%	-$24K	﹤0.01%	402
2022 Q2	$25K	Hold	173	–	–	0.01%	282
2022 Q1	$29K	Hold	173	–	–	0.01%	281
2021 Q4	$29K	Hold	173	–	–	0.01%	277
2021 Q3	$27K	Hold	173	–	–	0.01%	278
2021 Q2	$27K	Buy	173 +160	+1,231%	+$25.3K	0.01%	289
2021 Q1	$2K	Hold	13	–	–	﹤0.01%	635
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	615
2020 Q3	$2K	Hold	13	–	–	﹤0.01%	565
2020 Q2	$1K	Buy	+13	New	+$1.43K	﹤0.01%	599
2019 Q4	$2K	Buy	+13	New	+$1.71K	﹤0.01%	537

Other funds holding IWD

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 $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Group's IWD Position: Q1 2024 in Review

Retirement Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2024 at 160 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #306.

Retirement Group first reported a position in IWD in Q4 2019 and has held it in 17 quarters since. The position peaked at $29K in Q1 2022. 1,540 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

Retirement Group held 160 shares of iShares Russell 1000 Value ETF worth $28.7K as of Q1 2024.
Retirement Group left its iShares Russell 1000 Value ETF share count unchanged in Q1 2024.
iShares Russell 1000 Value ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #306 holding.
Retirement Group first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's iShares Russell 1000 Value ETF position peaked at $29K in Q1 2022.
1,540 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.