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

RVW Wealth’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 		– Sell
-8,235
Closed -$1.36M – 148
2023
Q4 		$1.36M Hold
8,235
– – 0.15% 58
2023
Q3 		$1.25M Hold
8,235
– – 0.15% 59
2023
Q2 		$1.3M Sell
8,235
-198
-2% -$30.3K 0.15% 61
2023
Q1 		$1.28M Hold
8,433
– – 0.16% 64
2022
Q4 		$1.28M Buy
+8,433
New +$1.26M 0.16% 63

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RVW Wealth's IWD Position: Q1 2024 in Review

RVW Wealth sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2024, closing a stake of 8,235 shares — an estimated $1.36M sold.

RVW Wealth first reported a position in IWD in Q4 2022 and held it in 5 quarters. The position peaked at $1.36M in Q4 2023. 1,542 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

  • RVW Wealth reported no remaining iShares Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
  • RVW Wealth sold 8,235 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $1.36M.
  • RVW Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 5 quarters.
  • RVW Wealth's iShares Russell 1000 Value ETF position peaked at $1.36M in Q4 2023.
  • 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on RVW Wealth's 13F filing for Q1 2024, filed 8 Apr 2024.