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	$2.18M	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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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. 1,560 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.
1,560 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.