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Bragg Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bragg Financial 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
2023
Q1 		– Sell
-1,682
Closed -$255K – 318
2022
Q4 		$255K Sell
1,682
-240
-12% -$35.9K 0.02% 286
2022
Q3 		$261K Sell
1,922
-715
-27% -$107K 0.02% 271
2022
Q2 		$382K Sell
2,637
-297
-10% -$46.5K 0.03% 244
2022
Q1 		$487K Buy
2,934
+305
+12% +$50.1K 0.03% 239
2021
Q4 		$411K Hold
2,629
– – 0.03% 242
2021
Q3 		$411K Sell
2,629
-514
-16% -$82.4K 0.03% 242
2021
Q2 		$499K Buy
3,143
+414
+15% +$65.5K 0.03% 223
2021
Q1 		$414K Buy
2,729
+642
+31% +$92.9K 0.03% 226
2020
Q4 		$285K Hold
2,087
– – 0.02% 250
2020
Q3 		$247K Sell
2,087
-65
-3% -$7.71K 0.03% 243
2020
Q2 		$242K Hold
2,152
– – 0.03% 245
2020
Q1 		$213K Sell
2,152
-660
-23% -$82.3K 0.03% 240
2019
Q4 		$384K Hold
2,812
– – 0.04% 214
2019
Q3 		$361K Buy
2,812
+609
+28% +$77.4K 0.04% 215
2019
Q2 		$280K Buy
2,203
+319
+17% +$39.9K 0.03% 241
2019
Q1 		$233K Hold
1,884
– – 0.03% 253
2018
Q4 		$209K Sell
1,884
-1,692
-47% -$203K 0.03% 248
2018
Q3 		$453K Hold
3,576
– – 0.06% 194
2018
Q2 		$434K Hold
3,576
– – 0.06% 197
2018
Q1 		$429K Hold
3,576
– – 0.06% 204
2017
Q4 		$445K Buy
3,576
+785
+28% +$95.1K 0.06% 204
2017
Q3 		$331K Hold
2,791
– – 0.05% 221
2017
Q2 		$325K Hold
2,791
– – 0.05% 227
2017
Q1 		$321K Sell
2,791
-60
-2% -$6.88K 0.05% 229
2016
Q4 		$319K Buy
+2,851
New +$308K 0.05% 230

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bragg Financial Advisors's IWD Position: Q1 2023 in Review

Bragg Financial Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2023, closing a stake of 1,682 shares — an estimated $255K sold.

Bragg Financial Advisors first reported a position in IWD in Q4 2016 and held it in 25 quarters. The position peaked at $499K in Q2 2021. 1,410 funds tracked by Wall St. Rank hold IWD as of Q1 2023.

  • Bragg Financial Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Bragg Financial Advisors sold 1,682 iShares Russell 1000 Value ETF shares in Q1 2023, an estimated $255K.
  • Bragg Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and held it in 25 quarters.
  • Bragg Financial Advisors's iShares Russell 1000 Value ETF position peaked at $499K in Q2 2021.
  • 1,410 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2023.

Based on Bragg Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.