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

Atlas Private Wealth 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 Q2	–	Sell	-964	Closed	-$146K	–	240
2021 Q1	$146K	Buy	964 +23	+2%	+$3.33K	0.09%	132
2020 Q4	$129K	Sell	941 -239	-20%	-$30.7K	0.09%	141
2020 Q3	$139K	Hold	1,180	–	–	0.11%	126
2020 Q2	$133K	Sell	1,180 -814	-41%	-$89.5K	0.11%	130
2020 Q1	$198K	Hold	1,994	–	–	0.18%	108
2019 Q4	$272K	Buy	+1,994	New	+$263K	0.21%	104

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Atlas Private Wealth Management's IWD Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2021, closing a stake of 964 shares — an estimated $146K sold.

Atlas Private Wealth Management first reported a position in IWD in Q4 2019 and held it in 6 quarters. The position peaked at $272K in Q4 2019. 1,227 funds tracked by Wall St. Rank hold IWD as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 964 iShares Russell 1000 Value ETF shares in Q2 2021, an estimated $146K.
Atlas Private Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's iShares Russell 1000 Value ETF position peaked at $272K in Q4 2019.
1,227 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.