IWD ISHARES ETF RUSSELL 1000 VALUE

Ownership history in JMAC ENTERPRISES LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which JMAC ENTERPRISES LLC reported a position in ISHARES ETF RUSSELL 1000 VALUE (IWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.38% (2021 Q4)
Avg. % of fund
6.04%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 141,924 -2,258 -1.6% 5.71% $29.9M $209.54
2025 Q3 ADDED 144,182 +1,505 +1.1% 5.81% $29.4M $201.84
2025 Q2 ADDED 142,677 +4,634 +3.4% 5.93% $27.7M $191.71
2025 Q1 REDUCED 138,043 -65,444 -32.2% 6.16% $26.0M $184.90
2024 Q4 ADDED 203,487 +6,490 +3.3% 5.91% $37.7M $181.15
2024 Q3 ADDED 196,997 +4,480 +2.3% 5.97% $37.4M $184.76
2024 Q2 ADDED 192,517 +5,127 +2.7% 5.90% $33.6M $168.92
2024 Q1 ADDED 187,390 +16,938 +9.9% 6.24% $33.6M $172.73
2023 Q4 ADDED 170,452 +9,675 +6.0% 6.06% $28.2M $158.67
2023 Q3 ADDED 160,777 +6,116 +4.0% 6.03% $24.4M $144.92
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWD price (monthly, adj. close)
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