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

Soundmark 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
2024 Q2	–	Sell	-5,806	Closed	-$1.04M	–	35
2024 Q1	$1.04M	Hold	5,806	–	–	0.46%	36
2023 Q4	$959K	Hold	5,806	–	–	0.47%	36
2023 Q3	$881K	Sell	5,806 -29	-0.5%	-$4.6K	0.49%	35
2023 Q2	$921K	Sell	5,835 -65	-1%	-$9.94K	0.51%	36
2023 Q1	$898K	Hold	5,900	–	–	0.54%	36
2022 Q4	$895K	Hold	5,900	–	–	0.58%	36
2022 Q3	$802K	Hold	5,900	–	–	0.56%	34
2022 Q2	$855K	Hold	5,900	–	–	0.61%	32
2022 Q1	$980K	Sell	5,900 -47	-0.8%	-$7.72K	0.69%	32
2021 Q4	$999K	Sell	5,947 -224	-4%	-$36.7K	0.68%	33
2021 Q3	$966K	Sell	6,171 -114	-2%	-$18.3K	0.35%	36
2021 Q2	$994K	Buy	6,285 +114	+2%	+$18K	0.41%	30
2021 Q1	$936K	Hold	6,171	–	–	0.51%	29
2020 Q4	$844K	Buy	+6,171	New	+$792K	0.54%	29

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Soundmark Wealth Management's IWD Position: Q2 2024 in Review

Soundmark Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2024, closing a stake of 5,806 shares — an estimated $1.04M sold.

Soundmark Wealth Management first reported a position in IWD in Q4 2020 and held it in 14 quarters. The position peaked at $1.04M in Q1 2024. 1,519 funds tracked by Wall St. Rank hold IWD as of Q2 2024.

Soundmark Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 5,806 iShares Russell 1000 Value ETF shares in Q2 2024, an estimated $1.04M.
Soundmark Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and held it in 14 quarters.
Soundmark Wealth Management's iShares Russell 1000 Value ETF position peaked at $1.04M in Q1 2024.
1,519 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.