Atlas Private Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Atlas Private 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	-135	Closed	-$21K	–	426
2021 Q3	$21K	Hold	135	–	–	0.01%	347
2021 Q2	$21K	Buy	135 +112	+487%	+$17.7K	0.01%	354
2021 Q1	$3K	Hold	23	–	–	﹤0.01%	687
2020 Q4	$3K	Hold	23	–	–	﹤0.01%	590
2020 Q3	$3K	Hold	23	–	–	﹤0.01%	530
2020 Q2	$3K	Buy	+23	New	+$2.53K	﹤0.01%	562

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

Atlas Private Wealth Advisors's IWD Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2021, closing a stake of 135 shares — an estimated $21K sold.

Atlas Private Wealth Advisors first reported a position in IWD in Q2 2020 and held it in 6 quarters. The position peaked at $21K in Q3 2021. 1,386 funds tracked by Wall St. Rank hold IWD as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 135 iShares Russell 1000 Value ETF shares in Q4 2021, an estimated $21K.
Atlas Private Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $21K in Q3 2021.
1,386 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.