Schonfeld Strategic Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Schonfeld Strategic Advisors’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	-19,216	Closed	-$2.92M	–	2039
2023 Q3	$2.92M	Buy	+19,216	New	+$3.05M	0.02%	710
2022 Q4	–	Sell	-33,040	Closed	-$4.49M	–	2803
2022 Q3	$4.49M	Buy	33,040 +9,934	+43%	+$1.49M	0.04%	562
2022 Q2	$3.35M	Buy	23,106 +7,390	+47%	+$1.16M	0.03%	583
2022 Q1	$2.61M	Buy	+15,716	New	+$2.58M	0.02%	645

Other funds holding IWD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Schonfeld Strategic Advisors's IWD Position: Q4 2023 in Review

Schonfeld Strategic Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2023, closing a stake of 19,216 shares — an estimated $2.92M sold.

Schonfeld Strategic Advisors first reported a position in IWD in Q1 2022 and held it in 4 quarters. The position peaked at $4.49M in Q3 2022. 1,555 funds tracked by Wall St. Rank hold IWD as of Q4 2023.

Schonfeld Strategic Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q4 2023 after selling out during the quarter.
Schonfeld Strategic Advisors sold 19,216 iShares Russell 1000 Value ETF shares in Q4 2023, an estimated $2.92M.
Schonfeld Strategic Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and held it in 4 quarters.
Schonfeld Strategic Advisors's iShares Russell 1000 Value ETF position peaked at $4.49M in Q3 2022.
1,555 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2023.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.