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

Studio Investment 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
2025 Q2	–	Sell	-162	Closed	-$30.5K	–	238
2025 Q1	$30.5K	Sell	162 -10	-6%	-$1.9K	0.01%	220
2024 Q4	$31.8K	Hold	172	–	–	0.01%	211
2024 Q3	$32.6K	Hold	172	–	–	0.01%	207
2024 Q2	$30K	Hold	172	–	–	0.01%	194
2024 Q1	$30.8K	Hold	172	–	–	0.01%	195
2023 Q4	$28.4K	Hold	172	–	–	0.01%	188
2023 Q3	$26.3K	Hold	172	–	–	0.01%	182
2023 Q2	$27.1K	Hold	172	–	–	0.01%	183
2023 Q1	$26.2K	Hold	172	–	–	0.01%	169
2022 Q4	$26.1K	Buy	172 +92	+115%	+$13.8K	0.01%	147
2022 Q3	$10.9K	Hold	80	–	–	﹤0.01%	146
2022 Q2	$12K	Buy	+80	New	+$12.5K	﹤0.01%	158

Other funds holding IWD

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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