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StrategIQ Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

StrategIQ Financial 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
2023
Q4 		$237K Hold
1,433
– – 0.03% 286
2023
Q3 		$218K Buy
+1,433
New +$227K 0.03% 286

Other funds holding IWD

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

StrategIQ Financial Group's IWD Position: Q4 2023 in Review

StrategIQ Financial Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q4 2023 at 1,433 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #286.

StrategIQ Financial Group first reported a position in IWD in Q3 2023 and has held it in 2 quarters since. 1,555 funds tracked by Wall St. Rank hold IWD as of Q4 2023.

  • StrategIQ Financial Group held 1,433 shares of iShares Russell 1000 Value ETF worth $237K as of Q4 2023.
  • StrategIQ Financial Group left its iShares Russell 1000 Value ETF share count unchanged in Q4 2023.
  • iShares Russell 1000 Value ETF made up 0.03% of StrategIQ Financial Group's portfolio in Q4 2023, its #286 holding.
  • StrategIQ Financial Group first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 2 quarters since.
  • 1,555 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.