Autus Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Autus Asset 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
2022 Q1	–	Sell	-6,046	Closed	-$1.01M	–	164
2021 Q4	$1.01M	Sell	6,046 -40	-0.7%	-$6.55K	0.1%	98
2021 Q3	$953K	Sell	6,086 -223	-4%	-$35.8K	0.1%	98
2021 Q2	$1M	Sell	6,309 -85	-1%	-$13.5K	0.11%	96
2021 Q1	$969K	Sell	6,394 -45	-0.7%	-$6.51K	0.11%	93
2020 Q4	$881K	Sell	6,439 -235	-4%	-$30.1K	0.11%	96
2020 Q3	$789K	Sell	6,674 -65	-1%	-$7.71K	0.1%	100
2020 Q2	$759K	Sell	6,739 -628	-9%	-$69.1K	0.11%	100
2020 Q1	$731K	Buy	7,367 +11	+0.1%	+$1.37K	0.13%	88
2019 Q4	$1M	Sell	7,356 -90	-1%	-$11.9K	0.15%	92
2019 Q3	$955K	Sell	7,446 -20	-0.3%	-$2.54K	0.15%	91
2019 Q2	$950K	Buy	7,466 +206	+3%	+$25.8K	0.15%	91
2019 Q1	$897K	Sell	7,260 -225	-3%	-$27K	0.15%	93
2018 Q4	$831K	Sell	7,485 -314	-4%	-$37.6K	0.16%	86
2018 Q3	$987K	Sell	7,799 -320	-4%	-$40.2K	0.16%	88
2018 Q2	$986K	Sell	8,119 -228	-3%	-$27.7K	0.17%	88
2018 Q1	$1M	Sell	8,347 -448	-5%	-$55.9K	0.18%	86
2017 Q4	$1.09M	Sell	8,795 -148	-2%	-$17.9K	0.2%	83
2017 Q3	$1.06M	Sell	8,943 -114	-1%	-$13.3K	0.2%	82
2017 Q2	$1.05M	Buy	9,057 +80	+0.9%	+$9.21K	0.21%	82
2017 Q1	$1.03M	Sell	8,977 -231	-3%	-$26.5K	0.22%	83
2016 Q4	$1.03M	Sell	9,208 -207	-2%	-$22.4K	0.23%	84
2016 Q3	$994K	Buy	9,415 +329	+4%	+$34.7K	0.22%	85
2016 Q2	$938K	Buy	9,086 +4,290	+89%	+$433K	0.21%	91
2016 Q1	$474K	Buy	4,796 +1,088	+29%	+$102K	0.12%	116
2015 Q4	$363K	Buy	+3,708	New	+$368K	0.09%	130

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Autus Asset Management's IWD Position: Q1 2022 in Review

Autus Asset Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2022, closing a stake of 6,046 shares — an estimated $1.01M sold.

Autus Asset Management first reported a position in IWD in Q4 2015 and held it in 25 quarters. The position peaked at $1.09M in Q4 2017. 1,379 funds tracked by Wall St. Rank hold IWD as of Q1 2022.

Autus Asset Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2022 after selling out during the quarter.
Autus Asset Management sold 6,046 iShares Russell 1000 Value ETF shares in Q1 2022, an estimated $1.01M.
Autus Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and held it in 25 quarters.
Autus Asset Management's iShares Russell 1000 Value ETF position peaked at $1.09M in Q4 2017.
1,379 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2022.

Based on Autus Asset Management's 13F filing for Q1 2022, filed 13 Apr 2022.