Sonora Investment Management Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sonora Investment Management Group’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	-1,767	Closed	-$292K	–	291
2023 Q4	$292K	Buy	1,767 +404	+30%	+$62.4K	0.02%	212
2023 Q3	$207K	Hold	1,363	–	–	0.02%	235
2023 Q2	$215K	Hold	1,363	–	–	0.02%	242
2023 Q1	$208K	Hold	1,363	–	–	0.02%	245
2022 Q4	$207K	Buy	+1,363	New	+$204K	0.02%	245

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

Sonora Investment Management Group's IWD Position: Q1 2024 in Review

Sonora Investment Management Group sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2024, closing a stake of 1,767 shares — an estimated $292K sold.

Sonora Investment Management Group first reported a position in IWD in Q4 2022 and held it in 5 quarters. The position peaked at $292K in Q4 2023. 1,540 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

Sonora Investment Management Group reported no remaining iShares Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
Sonora Investment Management Group sold 1,767 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $292K.
Sonora Investment Management Group first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 5 quarters.
Sonora Investment Management Group's iShares Russell 1000 Value ETF position peaked at $292K in Q4 2023.
1,540 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Sonora Investment Management Group's 13F filing for Q1 2024, filed 14 May 2024.