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

BT 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
2022 Q2	$1.36M	Hold	9,359	–	–	0.38%	20
2022 Q1	$1.55M	Hold	9,359	–	–	0.4%	19
2021 Q4	$1.57M	Hold	9,359	–	–	0.42%	18
2021 Q3	$1.47M	Sell	9,359 -2,805	-23%	-$450K	0.46%	17
2021 Q2	$1.93M	Buy	12,164 +4	+0%	+$633	0.58%	18
2021 Q1	$1.84M	Sell	12,160 -65	-0.5%	-$9.4K	0.61%	20
2020 Q4	$1.67M	Buy	12,225 +2	+0%	+$257	0.62%	19
2020 Q3	$1.44M	Buy	12,223 +3	+0%	+$356	0.63%	19
2020 Q2	$1.38M	Sell	12,220 -591	-5%	-$65K	0.7%	16
2020 Q1	$1.27M	Sell	12,811 -991	-7%	-$124K	0.73%	16
2019 Q4	$1.88M	Buy	13,802 +7	+0.1%	+$923	0.96%	18
2019 Q3	$1.77M	Hold	13,795	–	–	0.99%	16
2019 Q2	$1.71M	Sell	13,795 -2,077	-13%	-$260K	0.99%	16
2019 Q1	$1.96M	Sell	15,872 -598	-4%	-$71.9K	1.15%	14
2018 Q4	$2M	Buy	+16,470	New	+$1.97M	0.86%	15

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

BT Wealth Management's IWD Position: Q2 2022 in Review

BT Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2022 at 9,359 shares worth $1.36M. The position accounts for 0.38% of the portfolio, ranked #20.

BT Wealth Management first reported a position in IWD in Q4 2018 and has held it in 15 quarters since. The position peaked at $2M in Q4 2018. 1,346 funds tracked by Wall St. Rank hold IWD as of Q2 2022.

BT Wealth Management held 9,359 shares of iShares Russell 1000 Value ETF worth $1.36M as of Q2 2022.
BT Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2022.
iShares Russell 1000 Value ETF made up 0.38% of BT Wealth Management's portfolio in Q2 2022, its #20 holding.
BT Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 15 quarters since.
BT Wealth Management's iShares Russell 1000 Value ETF position peaked at $2M in Q4 2018.
1,346 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.