WR Wealth Planners’s iShares Russell 1000 Value ETF IWD Stock Holding History

WR Wealth Planners’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	$17.9K	Buy	97 +1	+1%	+$192	0.01%	491
2024 Q3	$18.3K	Hold	96	–	–	0.01%	506
2024 Q2	$16.7K	Sell	96 -8	-8%	-$1.4K	0.01%	474
2024 Q1	$18.7K	Buy	+104	New	+$17.6K	0.01%	464
2023 Q4	–	Sell	-94	Closed	-$14.2K	–	526
2023 Q3	$14.2K	Sell	94 -106	-53%	-$16.8K	0.01%	484
2023 Q2	$31.5K	Buy	200 +107	+115%	+$16.4K	0.01%	378
2023 Q1	$14.2K	Hold	93	–	–	0.01%	478
2022 Q4	$14.1K	Buy	93 +1	+1%	+$150	0.01%	239
2022 Q3	$12.5K	Hold	92	–	–	0.01%	238
2022 Q2	$13.3K	Buy	92 +1	+1%	+$156	0.01%	260
2022 Q1	$15.1K	Buy	+91	New	+$14.9K	0.01%	258

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

WR Wealth Planners's IWD Position: Q4 2024 in Review

WR Wealth Planners increased its iShares Russell 1000 Value ETF (IWD) stake by 1% in Q4 2024, buying an estimated $192 and bringing the position to 97 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #491.

WR Wealth Planners first reported a position in IWD in Q1 2022 and has held it in 11 quarters since. The position peaked at $31.5K in Q2 2023. 1,735 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

WR Wealth Planners held 97 shares of iShares Russell 1000 Value ETF worth $17.9K as of Q4 2024.
WR Wealth Planners bought 1 iShares Russell 1000 Value ETF share in Q4 2024, an estimated $192.
iShares Russell 1000 Value ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #491 holding.
WR Wealth Planners first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares Russell 1000 Value ETF position peaked at $31.5K in Q2 2023.
1,735 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.