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Bluefin Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bluefin Capital Management’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
Q1 		– Sell
-3,000
Closed -$504K – 812
2021
Q4 		$504K Buy
+3,000
New +$492K 0.04% 335

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bluefin Capital Management's IWD Position: Q1 2022 in Review

Bluefin Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2022, closing a stake of 3,000 shares — an estimated $504K sold.

Bluefin Capital Management first reported a position in IWD in Q4 2021 and held it in 1 quarter. The position peaked at $504K in Q4 2021. 1,379 funds tracked by Wall St. Rank hold IWD as of Q1 2022.

  • Bluefin Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Bluefin Capital Management sold 3,000 iShares Russell 1000 Value ETF shares in Q1 2022, an estimated $504K.
  • Bluefin Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 1 quarter.
  • Bluefin Capital Management's iShares Russell 1000 Value ETF position peaked at $504K in Q4 2021.
  • 1,379 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2022.

Based on Bluefin Capital Management's 13F filing for Q1 2022, filed 16 May 2022.