Bank Hapoalim BM’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bank Hapoalim BM’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	-1,993	Closed	-$273K	–	242
2020 Q4	$273K	Buy	+1,993	New	+$256K	0.04%	177
2020 Q2	–	Sell	-2,023	Closed	-$201K	–	184
2020 Q1	$201K	Sell	2,023 -503	-20%	-$62.7K	0.06%	155
2019 Q4	$345K	Buy	+2,526	New	+$333K	0.08%	133

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

Bank Hapoalim BM's IWD Position: Q1 2021 in Review

Bank Hapoalim BM sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2021, closing a stake of 1,993 shares — an estimated $273K sold.

Bank Hapoalim BM first reported a position in IWD in Q4 2019 and held it in 3 quarters. The position peaked at $345K in Q4 2019. 1,194 funds tracked by Wall St. Rank hold IWD as of Q1 2021.

Bank Hapoalim BM reported no remaining iShares Russell 1000 Value ETF position as of Q1 2021 after selling out during the quarter.
Bank Hapoalim BM sold 1,993 iShares Russell 1000 Value ETF shares in Q1 2021, an estimated $273K.
Bank Hapoalim BM first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 3 quarters.
Bank Hapoalim BM's iShares Russell 1000 Value ETF position peaked at $345K in Q4 2019.
1,194 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2021.

Based on Bank Hapoalim BM's 13F filing for Q1 2021, filed 26 Apr 2021.