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Bel Air Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bel Air Investment 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
Q2 		$6.25M Buy
39,383
+840
+2% +$133K 0.19% 69
2021
Q1 		$5.84M Buy
+38,543
New +$5.58M 0.18% 78
2013
Q3 		$507K Hold
5,880
– – 0.07% 77
2013
Q2 		$493K Buy
+5,880
New +$490K 0.07% 77

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bel Air Investment Advisors's IWD Position: Q2 2021 in Review

Bel Air Investment Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 2.2% in Q2 2021, buying an estimated $133K and bringing the position to 39,383 shares worth $6.25M. The position accounts for 0.19% of the portfolio, ranked #69.

Bel Air Investment Advisors first reported a position in IWD in Q2 2013 and has held it in 4 quarters since. 1,227 funds tracked by Wall St. Rank hold IWD as of Q2 2021.

  • Bel Air Investment Advisors held 39,383 shares of iShares Russell 1000 Value ETF worth $6.25M as of Q2 2021.
  • Bel Air Investment Advisors bought 840 iShares Russell 1000 Value ETF shares in Q2 2021, an estimated $133K.
  • iShares Russell 1000 Value ETF made up 0.19% of Bel Air Investment Advisors's portfolio in Q2 2021, its #69 holding.
  • Bel Air Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 4 quarters since.
  • 1,227 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.