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

SpiderRock 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
Q3 		$1.54M Buy
8,138
+1,717
+27% +$313K 0.02% 374
2024
Q2 		$1.12M Sell
6,421
-318
-5% -$55.6K 0.02% 390
2024
Q1 		$1.17M Buy
+6,739
New +$1.14M 0.03% 378

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SpiderRock Advisors's IWD Position: Q3 2024 in Review

SpiderRock Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 27% in Q3 2024, buying an estimated $313K and bringing the position to 8,138 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #374.

SpiderRock Advisors first reported a position in IWD in Q1 2024 and has held it in 3 quarters since. 1,581 funds tracked by Wall St. Rank hold IWD as of Q3 2024.

  • SpiderRock Advisors held 8,138 shares of iShares Russell 1000 Value ETF worth $1.54M as of Q3 2024.
  • SpiderRock Advisors bought 1,717 iShares Russell 1000 Value ETF shares in Q3 2024, an estimated $313K.
  • iShares Russell 1000 Value ETF made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #374 holding.
  • SpiderRock Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,581 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.