True Wealth Design’s iShares Russell 1000 Value ETF IWD Stock Holding History

True Wealth Design’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	–	Sell	-126	Closed	-$19.1K	–	797
2023 Q3	$19.1K	Buy	+126	New	+$20K	0.01%	180

Other funds holding IWD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

True Wealth Design's IWD Position: Q4 2023 in Review

True Wealth Design sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2023, closing a stake of 126 shares — an estimated $19.1K sold.

True Wealth Design first reported a position in IWD in Q3 2023 and held it in 1 quarter. The position peaked at $19.1K in Q3 2023. 1,555 funds tracked by Wall St. Rank hold IWD as of Q4 2023.

True Wealth Design reported no remaining iShares Russell 1000 Value ETF position as of Q4 2023 after selling out during the quarter.
True Wealth Design sold 126 iShares Russell 1000 Value ETF shares in Q4 2023, an estimated $19.1K.
True Wealth Design first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and held it in 1 quarter.
True Wealth Design's iShares Russell 1000 Value ETF position peaked at $19.1K in Q3 2023.
1,555 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2023.

Based on True Wealth Design's 13F filing for Q4 2023, filed 14 Feb 2024.