Stone Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
Other funds holding IWD
Stone Asset Management's IWD Position: Q1 2023 in Review
Stone Asset Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 71% in Q1 2023, selling an estimated $5.3M and leaving 13,880 shares worth $2.11M. The position accounts for 3.38% of the portfolio, ranked #10.
Stone Asset Management first reported a position in IWD in Q4 2021 and has held it in 6 quarters since. The position peaked at $7.45M in Q1 2022. 1,410 funds tracked by Wall St. Rank hold IWD as of Q1 2023.
- Stone Asset Management held 13,880 shares of iShares Russell 1000 Value ETF worth $2.11M as of Q1 2023.
- Stone Asset Management sold 34,301 iShares Russell 1000 Value ETF shares in Q1 2023, an estimated $5.3M.
- iShares Russell 1000 Value ETF made up 3.38% of Stone Asset Management's portfolio in Q1 2023, its #10 holding.
- Stone Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 6 quarters since.
- Stone Asset Management's iShares Russell 1000 Value ETF position peaked at $7.45M in Q1 2022.
- 1,410 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2023.
Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.