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Tennessee Valley Asset Management Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Tennessee Valley Asset Management Partners’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
Q1 		– Sell
-647
Closed -$107K – 421
2023
Q4 		$107K Buy
+647
New +$99.9K 0.01% 164

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Tennessee Valley Asset Management Partners's IWD Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2024, closing a stake of 647 shares — an estimated $107K sold.

Tennessee Valley Asset Management Partners first reported a position in IWD in Q4 2023 and held it in 1 quarter. The position peaked at $107K in Q4 2023. 1,540 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining iShares Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 647 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $107K.
  • Tennessee Valley Asset Management Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's iShares Russell 1000 Value ETF position peaked at $107K in Q4 2023.
  • 1,540 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.