Advisor Partners II’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
Other funds holding IWD
SF
Advisor Partners II's IWD Position: Q3 2023 in Review
Advisor Partners II increased its iShares Russell 1000 Value ETF (IWD) stake by 159% in Q3 2023, buying an estimated $2.43M and bringing the position to 24,957 shares worth $3.79M. The position accounts for 0.15% of the portfolio, ranked #141.
Advisor Partners II first reported a position in IWD in Q2 2023 and has held it in 2 quarters since. 1,441 funds tracked by Wall St. Rank hold IWD as of Q3 2023.
- Advisor Partners II held 24,957 shares of iShares Russell 1000 Value ETF worth $3.79M as of Q3 2023.
- Advisor Partners II bought 15,329 iShares Russell 1000 Value ETF shares in Q3 2023, an estimated $2.43M.
- iShares Russell 1000 Value ETF made up 0.15% of Advisor Partners II's portfolio in Q3 2023, its #141 holding.
- Advisor Partners II first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 2 quarters since.
- 1,441 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2023.
Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.