Anfield Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Anfield Capital Management’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
2021 Q1	–	Sell	-14,290	Closed	-$1.95M	–	92
2020 Q4	$1.95M	Hold	14,290	–	–	0.83%	32
2020 Q3	$1.69M	Sell	14,290 -84	-0.6%	-$9.96K	0.97%	30
2020 Q2	$1.68M	Sell	14,374 -894	-6%	-$98.3K	0.67%	31
2020 Q1	$1.51M	Buy	15,268 +14,027	+1,130%	+$1.75M	0.88%	20
2019 Q4	$169K	Buy	+1,241	New	+$164K	0.07%	132

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 $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Anfield Capital Management's IWD Position: Q1 2021 in Review

Anfield Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2021, closing a stake of 14,290 shares — an estimated $1.95M sold.

Anfield Capital Management first reported a position in IWD in Q4 2019 and held it in 5 quarters. The position peaked at $1.95M in Q4 2020. 1,194 funds tracked by Wall St. Rank hold IWD as of Q1 2021.

Anfield Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2021 after selling out during the quarter.
Anfield Capital Management sold 14,290 iShares Russell 1000 Value ETF shares in Q1 2021, an estimated $1.95M.
Anfield Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 5 quarters.
Anfield Capital Management's iShares Russell 1000 Value ETF position peaked at $1.95M in Q4 2020.
1,194 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2021.

Based on Anfield Capital Management's 13F filing for Q1 2021, filed 10 May 2021.