Burney Company’s iShares Russell 1000 Value ETF IWD Stock Holding History

Burney Company’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	-1,219	Closed	-$204K	–	585
2021 Q4	$204K	Buy	+1,219	New	+$200K	0.01%	567
2020 Q1	–	Sell	-2,660	Closed	-$363K	–	455
2019 Q4	$363K	Buy	+2,660	New	+$351K	0.02%	372
2019 Q1	–	Sell	-2,520	Closed	-$280K	–	451
2018 Q4	$280K	Buy	+2,520	New	+$302K	0.02%	371

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Burney Company's IWD Position: Q1 2022 in Review

Burney Company sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2022, closing a stake of 1,219 shares — an estimated $204K sold.

Burney Company first reported a position in IWD in Q4 2018 and held it in 3 quarters. The position peaked at $363K in Q4 2019. 1,379 funds tracked by Wall St. Rank hold IWD as of Q1 2022.

Burney Company reported no remaining iShares Russell 1000 Value ETF position as of Q1 2022 after selling out during the quarter.
Burney Company sold 1,219 iShares Russell 1000 Value ETF shares in Q1 2022, an estimated $204K.
Burney Company first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and held it in 3 quarters.
Burney Company's iShares Russell 1000 Value ETF position peaked at $363K in Q4 2019.
1,379 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2022.

Based on Burney Company's 13F filing for Q1 2022, filed 9 May 2022.