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

BDO 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
2023 Q2	$572K	Buy	3,627 +978	+37%	+$150K	0.07%	164
2023 Q1	$403K	Sell	2,649 -51	-2%	-$7.88K	0.05%	181
2022 Q4	$409K	Sell	2,700 -39	-1%	-$5.84K	0.05%	189
2022 Q3	$372K	Buy	2,739 +72	+3%	+$10.8K	0.05%	196
2022 Q2	$387K	Sell	2,667 -300	-10%	-$46.9K	0.05%	194
2022 Q1	$492K	Buy	2,967 +121	+4%	+$19.9K	0.05%	183
2021 Q4	$478K	Buy	2,846 +2,535	+815%	+$415K	0.05%	190
2021 Q3	$49K	Sell	311 -230	-43%	-$36.9K	0.01%	449
2021 Q2	$86K	Buy	541 +300	+124%	+$47.5K	0.01%	388
2021 Q1	$37K	Sell	241 -321	-57%	-$46.4K	﹤0.01%	499
2020 Q4	$77K	Sell	562 -2,058	-79%	-$264K	0.01%	314
2020 Q3	$309K	Buy	2,620 +1,900	+264%	+$225K	0.05%	173
2020 Q2	$81K	Sell	720 -1,762	-71%	-$194K	0.01%	288
2020 Q1	$246K	Buy	2,482 +1,995	+410%	+$249K	0.05%	184
2019 Q4	$66K	Sell	487 -61	-11%	-$8.04K	0.02%	277
2019 Q3	$70K	Hold	548	–	–	0.02%	282
2019 Q2	$70K	Buy	548 +1	+0.2%	+$125	0.02%	275
2019 Q1	$68K	Hold	547	–	–	0.02%	253
2018 Q4	$61K	Buy	547 +224	+69%	+$26.8K	0.02%	244
2018 Q3	$41K	Sell	323 -398	-55%	-$50K	0.01%	309
2018 Q2	$87K	Sell	721 -77	-10%	-$9.36K	0.03%	228
2018 Q1	$96K	Buy	798 +396	+99%	+$49.4K	0.04%	186
2017 Q4	$50K	Hold	402	–	–	0.02%	215
2017 Q3	$48K	Sell	402 -536	-57%	-$62.5K	0.02%	202
2017 Q2	$109K	Buy	+938	New	+$108K	0.05%	166

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

BDO Wealth Advisors's IWD Position: Q2 2023 in Review

BDO Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 37% in Q2 2023, buying an estimated $150K and bringing the position to 3,627 shares worth $572K. The position accounts for 0.07% of the portfolio, ranked #164.

BDO Wealth Advisors first reported a position in IWD in Q2 2017 and has held it in 25 quarters since. 1,423 funds tracked by Wall St. Rank hold IWD as of Q2 2023.

BDO Wealth Advisors held 3,627 shares of iShares Russell 1000 Value ETF worth $572K as of Q2 2023.
BDO Wealth Advisors bought 978 iShares Russell 1000 Value ETF shares in Q2 2023, an estimated $150K.
iShares Russell 1000 Value ETF made up 0.07% of BDO Wealth Advisors's portfolio in Q2 2023, its #164 holding.
BDO Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2017 and has held it in 25 quarters since.
1,423 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.