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

Sugarloaf 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 Q4	$176K	Hold	952	–	–	0.03%	181
2024 Q3	$181K	Hold	952	–	–	0.03%	183
2024 Q2	$166K	Hold	952	–	–	0.03%	173
2024 Q1	$171K	Hold	952	–	–	0.04%	175
2023 Q4	$157K	Hold	952	–	–	0.04%	175
2023 Q3	$145K	Hold	952	–	–	0.04%	175
2023 Q2	$150K	Hold	952	–	–	0.04%	167
2023 Q1	$145K	Hold	952	–	–	0.04%	164
2022 Q4	$144K	Hold	952	–	–	0.04%	155
2022 Q3	$130K	Hold	952	–	–	0.03%	168
2022 Q2	$138K	Hold	952	–	–	0.03%	155
2022 Q1	$158K	Hold	952	–	–	0.04%	146
2021 Q4	$160K	Hold	952	–	–	0.04%	149
2021 Q3	$149K	Hold	952	–	–	0.04%	155
2021 Q2	$151K	Sell	952 -1,337	-58%	-$212K	0.04%	148
2021 Q1	$144	Buy	2,289 +1,337	+140%	+$193K	0.04%	147
2020 Q4	$130K	Hold	952	–	–	0.04%	151
2020 Q3	$112K	Hold	952	–	–	0.04%	149
2020 Q2	$107K	Hold	952	–	–	0.04%	157
2020 Q1	$94K	Hold	952	–	–	0.04%	160
2019 Q4	$130K	Buy	+952	New	+$125K	0.06%	147

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sugarloaf Wealth Management's IWD Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q4 2024 at 952 shares worth $176K. The position accounts for 0.03% of the portfolio, ranked #181.

Sugarloaf Wealth Management first reported a position in IWD in Q4 2019 and has held it in 21 quarters since. The position peaked at $181K in Q3 2024. 1,734 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

Sugarloaf Wealth Management held 952 shares of iShares Russell 1000 Value ETF worth $176K as of Q4 2024.
Sugarloaf Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q4 2024.
iShares Russell 1000 Value ETF made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #181 holding.
Sugarloaf Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's iShares Russell 1000 Value ETF position peaked at $181K in Q3 2024.
1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.