Burt Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Burt Wealth 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
2021 Q1	–	Sell	-418	Closed	-$57K	–	224
2020 Q4	$57K	Hold	418	–	–	0.02%	172
2020 Q3	$49K	Hold	418	–	–	0.02%	179
2020 Q2	$47K	Buy	418 +39	+10%	+$4.29K	0.02%	179
2020 Q1	$38K	Sell	379 -8	-2%	-$997	0.02%	184
2019 Q4	$53K	Hold	387	–	–	0.02%	168
2019 Q3	$50K	Hold	387	–	–	0.02%	167
2019 Q2	$49K	Sell	387 -140	-27%	-$17.5K	0.02%	171
2019 Q1	$65K	Sell	527 -800	-60%	-$96.1K	0.03%	152
2018 Q4	$147K	Hold	1,327	–	–	0.07%	98
2018 Q3	$168K	Buy	1,327 +800	+152%	+$100K	0.08%	95
2018 Q2	$64K	Hold	527	–	–	0.03%	158
2018 Q1	$63K	Buy	527 +97	+23%	+$12.1K	0.03%	159
2017 Q4	$53K	Hold	430	–	–	0.03%	176
2017 Q3	$50K	Hold	430	–	–	0.03%	177
2017 Q2	$50K	Hold	430	–	–	0.03%	182
2017 Q1	$49K	Hold	430	–	–	0.04%	167
2016 Q4	$48K	Buy	+430	New	+$46.5K	0.04%	174
2016 Q3	–	Sell	-430	Closed	-$44K	–	419
2016 Q2	$44K	Hold	430	–	–	0.05%	163
2016 Q1	$42K	Hold	430	–	–	0.04%	183
2015 Q4	$42K	Buy	+430	New	+$42.7K	0.03%	159

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 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Burt Wealth Advisors's IWD Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2021, closing a stake of 418 shares — an estimated $57K sold.

Burt Wealth Advisors first reported a position in IWD in Q4 2015 and held it in 20 quarters. The position peaked at $168K in Q3 2018. 1,195 funds tracked by Wall St. Rank hold IWD as of Q1 2021.

Burt Wealth Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 418 iShares Russell 1000 Value ETF shares in Q1 2021, an estimated $57K.
Burt Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and held it in 20 quarters.
Burt Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $168K in Q3 2018.
1,195 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.