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VitalStone Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

VitalStone Financial’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
Q3 		$6.16K Hold
32
– – ﹤0.01% 303
2024
Q2 		$5.63K Hold
32
– – ﹤0.01% 315
2024
Q1 		$6K Hold
32
– – ﹤0.01% 325
2023
Q4 		$5K Hold
32
– – ﹤0.01% 333
2023
Q3 		$5K Hold
32
– – ﹤0.01% 307
2023
Q2 		$5K Hold
32
– – ﹤0.01% 721
2023
Q1 		$5K Hold
32
– – ﹤0.01% 245
2022
Q4 		$5K Buy
+32
New +$4.79K ﹤0.01% 398

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VitalStone Financial's IWD Position: Q3 2024 in Review

VitalStone Financial held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2024 at 32 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

VitalStone Financial first reported a position in IWD in Q4 2022 and has held it in 8 quarters since. 1,581 funds tracked by Wall St. Rank hold IWD as of Q3 2024.

  • VitalStone Financial held 32 shares of iShares Russell 1000 Value ETF worth $6.16K as of Q3 2024.
  • VitalStone Financial left its iShares Russell 1000 Value ETF share count unchanged in Q3 2024.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #303 holding.
  • VitalStone Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 8 quarters since.
  • 1,581 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.