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Savior LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

Savior LLC’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
-351
Closed -$53.3K – 67
2023
Q3 		$53.3K Buy
351
+10
+3% +$1.59K 0.37% 27
2023
Q2 		$53.8K Buy
341
+1
+0.3% +$153 0.22% 40
2023
Q1 		$51.8K Sell
340
-17,093
-98% -$2.64M 0.04% 50
2022
Q4 		$2.64M Buy
17,433
+3,035
+21% +$454K 2.36% 16
2022
Q3 		$1.96M Sell
14,398
-673
-4% -$101K 1.82% 21
2022
Q2 		$2.19M Buy
15,071
+1,588
+12% +$248K 2% 21
2022
Q1 		$2.27M Buy
13,483
+495
+4% +$81.3K 1.69% 24
2021
Q4 		$2.18M Sell
12,988
-2,155
-14% -$353K 0.08% 21
2021
Q3 		$2.37M Sell
15,143
-2,379
-14% -$381K 2.43% 18
2021
Q2 		$2.78M Buy
+17,522
New +$2.77M 2.32% 16

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 $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Savior LLC's IWD Position: Q4 2023 in Review

Savior LLC sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2023, closing a stake of 351 shares — an estimated $53.3K sold.

Savior LLC first reported a position in IWD in Q2 2021 and held it in 10 quarters. The position peaked at $2.78M in Q2 2021. 1,556 funds tracked by Wall St. Rank hold IWD as of Q4 2023.

  • Savior LLC reported no remaining iShares Russell 1000 Value ETF position as of Q4 2023 after selling out during the quarter.
  • Savior LLC sold 351 iShares Russell 1000 Value ETF shares in Q4 2023, an estimated $53.3K.
  • Savior LLC first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and held it in 10 quarters.
  • Savior LLC's iShares Russell 1000 Value ETF position peaked at $2.78M in Q2 2021.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2023.

Based on Savior LLC's 13F filing for Q4 2023, filed 1 Feb 2024.