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

Tower View 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	–	Sell	-42	Closed	-$8K	–	210
2024 Q3	$8K	Hold	42	–	–	﹤0.01%	142
2024 Q2	$7.32K	Hold	42	–	–	﹤0.01%	140
2024 Q1	$7.48K	Hold	42	–	–	﹤0.01%	141
2023 Q4	$7K	Buy	42 +1	+2%	+$154	﹤0.01%	136
2023 Q3	$6K	Hold	41	–	–	﹤0.01%	132
2023 Q2	$6K	Hold	41	–	–	﹤0.01%	137
2023 Q1	$6K	Hold	41	–	–	﹤0.01%	127
2022 Q4	$6K	Buy	41 +1	+3%	+$150	﹤0.01%	133
2022 Q3	$5K	Hold	40	–	–	﹤0.01%	137
2022 Q2	$6K	Hold	40	–	–	﹤0.01%	131
2022 Q1	$7K	Hold	40	–	–	﹤0.01%	155
2021 Q4	$7K	Hold	40	–	–	﹤0.01%	165
2021 Q3	$6K	Hold	40	–	–	﹤0.01%	196
2021 Q2	$6K	Hold	40	–	–	﹤0.01%	149
2021 Q1	$6K	Buy	+40	New	+$5.79K	﹤0.01%	157
2019 Q2	–	Sell	-36	Closed	-$4K	–	145
2019 Q1	$4K	Hold	36	–	–	﹤0.01%	123
2018 Q4	$4K	Hold	36	–	–	﹤0.01%	122
2018 Q3	$5K	Buy	+36	New	+$4.52K	﹤0.01%	139

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Tower View Wealth Management's IWD Position: Q4 2024 in Review

Tower View Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2024, closing a stake of 42 shares — an estimated $8K sold.

Tower View Wealth Management first reported a position in IWD in Q3 2018 and held it in 18 quarters. The position peaked at $8K in Q3 2024. 1,737 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

Tower View Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
Tower View Wealth Management sold 42 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $8K.
Tower View Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and held it in 18 quarters.
Tower View Wealth Management's iShares Russell 1000 Value ETF position peaked at $8K in Q3 2024.
1,737 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Tower View Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.