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Bernardo Wealth Planning’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bernardo Wealth Planning’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
Q2 		– Sell
-2,826
Closed -$469K – 90
2022
Q1 		$469K Buy
+2,826
New +$464K 0.23% 50

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Bernardo Wealth Planning's IWD Position: Q2 2022 in Review

Bernardo Wealth Planning sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2022, closing a stake of 2,826 shares — an estimated $469K sold.

Bernardo Wealth Planning first reported a position in IWD in Q1 2022 and held it in 1 quarter. The position peaked at $469K in Q1 2022. 1,347 funds tracked by Wall St. Rank hold IWD as of Q2 2022.

  • Bernardo Wealth Planning reported no remaining iShares Russell 1000 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Bernardo Wealth Planning sold 2,826 iShares Russell 1000 Value ETF shares in Q2 2022, an estimated $469K.
  • Bernardo Wealth Planning first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and held it in 1 quarter.
  • Bernardo Wealth Planning's iShares Russell 1000 Value ETF position peaked at $469K in Q1 2022.
  • 1,347 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2022.

Based on Bernardo Wealth Planning's 13F filing for Q2 2022, filed 29 Jul 2022.