Semmax Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Semmax Financial 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
2024 Q1	–	Hold	0	–	–	–	399
2023 Q4	–	Hold	0	–	–	–	398
2023 Q3	–	Hold	0	–	–	–	365
2020 Q3	–	Sell	-89	Closed	-$10K	–	265
2020 Q2	$10K	Hold	89	–	–	0.01%	159
2020 Q1	$9K	Hold	89	–	–	0.01%	159
2019 Q4	$12K	Hold	89	–	–	0.01%	160
2019 Q3	$11K	Hold	89	–	–	0.01%	169
2019 Q2	$11K	Sell	89 -109	-55%	-$13.6K	0.01%	176
2019 Q1	$24K	Hold	198	–	–	0.02%	246
2018 Q4	$22K	Buy	+198	New	+$23.7K	0.02%	271

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

Semmax Financial Advisors's IWD Position: Q1 2024 in Review

Semmax Financial Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2024 at 0 shares worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Semmax Financial Advisors first reported a position in IWD in Q4 2018 and has held it in 7 quarters since. The position peaked at $24K in Q1 2019. 1,540 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

Semmax Financial Advisors held 0 shares of iShares Russell 1000 Value ETF worth $45 as of Q1 2024.
Semmax Financial Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q1 2024.
iShares Russell 1000 Value ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q1 2024, its #399 holding.
Semmax Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 7 quarters since.
Semmax Financial Advisors's iShares Russell 1000 Value ETF position peaked at $24K in Q1 2019.
1,540 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Semmax Financial Advisors's 13F filing for Q1 2024, filed 16 May 2024.