Arbor Trust Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Arbor Trust Wealth Advisors’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 Q4	–	Sell	-1,850	Closed	-$290K	–	102
2021 Q3	$290K	Hold	1,850	–	–	0.18%	80
2021 Q2	$293K	Hold	1,850	–	–	0.18%	79
2021 Q1	$281K	Hold	1,850	–	–	0.19%	79
2020 Q4	$253K	Hold	1,850	–	–	0.18%	79
2020 Q3	$219K	Sell	1,850 -100	-5%	-$11.9K	0.19%	75
2020 Q2	$220K	Buy	+1,950	New	+$214K	0.2%	80
2020 Q1	–	Sell	-1,950	Closed	-$266K	–	87
2019 Q4	$266K	Buy	+1,950	New	+$257K	0.23%	73

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

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

Arbor Trust Wealth Advisors's IWD Position: Q4 2021 in Review

Arbor Trust Wealth Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2021, closing a stake of 1,850 shares — an estimated $290K sold.

Arbor Trust Wealth Advisors first reported a position in IWD in Q4 2019 and held it in 7 quarters. The position peaked at $293K in Q2 2021. 1,386 funds tracked by Wall St. Rank hold IWD as of Q4 2021.

Arbor Trust Wealth Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q4 2021 after selling out during the quarter.
Arbor Trust Wealth Advisors sold 1,850 iShares Russell 1000 Value ETF shares in Q4 2021, an estimated $290K.
Arbor Trust Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 7 quarters.
Arbor Trust Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $293K in Q2 2021.
1,386 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2021.

Based on Arbor Trust Wealth Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.