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

Blue Zone 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
2022 Q2	–	Sell	-1,470	Closed	-$244K	–	95
2022 Q1	$244K	Buy	+1,470	New	+$241K	0.09%	86
2021 Q1	–	Sell	-3,828	Closed	-$523K	–	83
2020 Q4	$523K	Hold	3,828	–	–	0.25%	56
2020 Q3	$452K	Sell	3,828 -48	-1%	-$5.69K	0.26%	52
2020 Q2	$437K	Buy	3,876 +48	+1%	+$5.28K	0.24%	47
2020 Q1	$380K	Buy	+3,828	New	+$477K	0.36%	32

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Blue Zone Wealth Advisors's IWD Position: Q2 2022 in Review

Blue Zone Wealth Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2022, closing a stake of 1,470 shares — an estimated $244K sold.

Blue Zone Wealth Advisors first reported a position in IWD in Q1 2020 and held it in 5 quarters. The position peaked at $523K in Q4 2020. 1,346 funds tracked by Wall St. Rank hold IWD as of Q2 2022.

Blue Zone Wealth Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q2 2022 after selling out during the quarter.
Blue Zone Wealth Advisors sold 1,470 iShares Russell 1000 Value ETF shares in Q2 2022, an estimated $244K.
Blue Zone Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and held it in 5 quarters.
Blue Zone Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $523K in Q4 2020.
1,346 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2022.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.