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C2C Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

C2C 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
Q4 		– Sell
-2,275
Closed -$328K – 177
2022
Q3 		$328K Hold
2,275
– – 0.06% 129
2022
Q2 		$339K Hold
2,275
– – 0.06% 133
2022
Q1 		$383K Hold
2,275
– – 0.07% 137
2021
Q4 		$382K Buy
+2,275
New +$373K 0.05% 148

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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
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

C2C Wealth Management's IWD Position: Q4 2022 in Review

C2C Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2022, closing a stake of 2,275 shares — an estimated $328K sold.

C2C Wealth Management first reported a position in IWD in Q4 2021 and held it in 4 quarters. The position peaked at $383K in Q1 2022. 1,462 funds tracked by Wall St. Rank hold IWD as of Q4 2022.

  • C2C Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2022 after selling out during the quarter.
  • C2C Wealth Management sold 2,275 iShares Russell 1000 Value ETF shares in Q4 2022, an estimated $328K.
  • C2C Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 4 quarters.
  • C2C Wealth Management's iShares Russell 1000 Value ETF position peaked at $383K in Q1 2022.
  • 1,462 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2022.

Based on C2C Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.