BWM
IWD icon

BNC Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

BNC Wealth 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
2020
Q4 		– Sell
-371
Closed -$44K – 283
2020
Q3 		$44K Buy
+371
New +$44K 0.03% 175

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BNC Wealth Management's IWD Position: Q4 2020 in Review

BNC Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2020, closing a stake of 371 shares — an estimated $44K sold.

BNC Wealth Management first reported a position in IWD in Q3 2020 and held it in 1 quarter. The position peaked at $44K in Q3 2020. 1,151 funds tracked by Wall St. Rank hold IWD as of Q4 2020.

  • BNC Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 371 iShares Russell 1000 Value ETF shares in Q4 2020, an estimated $44K.
  • BNC Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's iShares Russell 1000 Value ETF position peaked at $44K in Q3 2020.
  • 1,151 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.