Sheets Smith Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sheets Smith Wealth Management’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	-340	Closed	-$51.6K	–	425
2023 Q3	$51.6K	Buy	+340	New	+$53.9K	0.01%	385
2017 Q3	–	Sell	-17,507	Closed	-$2.04M	–	307
2017 Q2	$2.04M	Sell	17,507 -788	-4%	-$90.7K	0.54%	54
2017 Q1	$2.1M	Sell	18,295 -252	-1%	-$28.9K	0.56%	51
2016 Q4	$2.08M	Buy	+18,547	New	+$2M	0.58%	47

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 17.83% 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 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sheets Smith Wealth Management's IWD Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2023, closing a stake of 340 shares — an estimated $51.6K sold.

Sheets Smith Wealth Management first reported a position in IWD in Q4 2016 and held it in 4 quarters. The position peaked at $2.1M in Q1 2017. 1,557 funds tracked by Wall St. Rank hold IWD as of Q4 2023.

Sheets Smith Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 340 iShares Russell 1000 Value ETF shares in Q4 2023, an estimated $51.6K.
Sheets Smith Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and held it in 4 quarters.
Sheets Smith Wealth Management's iShares Russell 1000 Value ETF position peaked at $2.1M in Q1 2017.
1,557 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.