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

Amalgamated 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
2022 Q1	$2.08M	Buy	+12,542	New	+$2.06M	0.02%	885

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Amalgamated Financial's IWD Position: Q1 2022 in Review

Amalgamated Financial opened a new position in iShares Russell 1000 Value ETF (IWD) in Q1 2022: 12,542 shares worth $2.08M. The stake represents 0.02% of the portfolio and ranks #885 among its holdings.

1,379 funds tracked by Wall St. Rank hold IWD as of Q1 2022.

Amalgamated Financial held 12,542 shares of iShares Russell 1000 Value ETF worth $2.08M as of Q1 2022.
iShares Russell 1000 Value ETF was a new Amalgamated Financial position in Q1 2022.
iShares Russell 1000 Value ETF made up 0.02% of Amalgamated Financial's portfolio in Q1 2022, its #885 holding.
1,379 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.