Vantagepoint Investment Advisers’s iShares Russell 1000 Value ETF IWD Stock Holding History

Vantagepoint Investment Advisers’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	-12,300	Closed	-$2.33M	–	9
2024 Q3	$2.33M	Hold	12,300	–	–	0.3%	10
2024 Q2	$2.15M	Hold	12,300	–	–	0.3%	10
2024 Q1	$2.2M	Sell	12,300 -94,000	-88%	-$15.9M	0.36%	7
2023 Q4	$17.6M	Hold	106,300	–	–	2.34%	6
2023 Q3	$16.1M	Buy	106,300 +82,900	+354%	+$13.1M	2.63%	6
2023 Q2	$3.69M	Hold	23,400	–	–	0.56%	10
2023 Q1	$3.56M	Hold	23,400	–	–	0.59%	10
2022 Q4	$3.55M	Sell	23,400 -32,900	-58%	-$4.92M	0.62%	12
2022 Q3	$7.66M	Sell	56,300 -160,000	-74%	-$24M	1.4%	10
2022 Q2	$31.4M	Buy	+216,300	New	+$33.8M	5.24%	5

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

Vantagepoint Investment Advisers's IWD Position: Q4 2024 in Review

Vantagepoint Investment Advisers sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2024, closing a stake of 12,300 shares — an estimated $2.33M sold.

Vantagepoint Investment Advisers first reported a position in IWD in Q2 2022 and held it in 10 quarters. The position peaked at $31.4M in Q2 2022. 1,735 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

Vantagepoint Investment Advisers reported no remaining iShares Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
Vantagepoint Investment Advisers sold 12,300 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $2.33M.
Vantagepoint Investment Advisers first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and held it in 10 quarters.
Vantagepoint Investment Advisers's iShares Russell 1000 Value ETF position peaked at $31.4M in Q2 2022.
1,735 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Vantagepoint Investment Advisers's 13F filing for Q4 2024, filed 17 Jan 2025.