SignalPoint Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

SignalPoint Asset 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
2024 Q1	–	Sell	-1,545	Closed	-$255K	–	249
2023 Q4	$255K	Hold	1,545	–	–	0.08%	190
2023 Q3	$235K	Buy	1,545 +185	+14%	+$29.3K	0.07%	192
2023 Q2	$215K	Hold	1,360	–	–	0.07%	200
2023 Q1	$207K	Sell	1,360 -194	-12%	-$30K	0.07%	203
2022 Q4	$236K	Hold	1,554	–	–	0.08%	192
2022 Q3	$211K	Hold	1,554	–	–	0.08%	193
2022 Q2	$225K	Hold	1,554	–	–	0.08%	192
2022 Q1	$258K	Sell	1,554 -90	-5%	-$14.8K	0.08%	190
2021 Q4	$276K	Buy	+1,644	New	+$269K	0.08%	187

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

SignalPoint Asset Management's IWD Position: Q1 2024 in Review

SignalPoint Asset Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2024, closing a stake of 1,545 shares — an estimated $255K sold.

SignalPoint Asset Management first reported a position in IWD in Q4 2021 and held it in 9 quarters. The position peaked at $276K in Q4 2021. 1,540 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

SignalPoint Asset Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
SignalPoint Asset Management sold 1,545 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $255K.
SignalPoint Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 9 quarters.
SignalPoint Asset Management's iShares Russell 1000 Value ETF position peaked at $276K in Q4 2021.
1,540 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on SignalPoint Asset Management's 13F filing for Q1 2024, filed 11 Apr 2024.