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

Camarda 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 Q3	–	Sell	-1,388	Closed	-$219K	–	73
2023 Q2	$219K	Hold	1,388	–	–	0.11%	70
2023 Q1	$211K	Buy	+1,388	New	+$214K	0.16%	60
2022 Q3	–	Sell	-1,471	Closed	-$213K	–	75
2022 Q2	$213K	Buy	+1,471	New	+$230K	0.21%	67
2013 Q4	–	Sell	-16	Closed	-$1K	–	190
2013 Q3	$1K	Sell	16 -7,122	-100%	-$618K	﹤0.01%	94
2013 Q2	$598K	Buy	+7,138	New	+$595K	0.55%	42

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Camarda Financial Advisors's IWD Position: Q3 2023 in Review

Camarda Financial Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2023, closing a stake of 1,388 shares — an estimated $219K sold.

Camarda Financial Advisors first reported a position in IWD in Q2 2013 and held it in 5 quarters. The position peaked at $598K in Q2 2013. 1,441 funds tracked by Wall St. Rank hold IWD as of Q3 2023.

Camarda Financial Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q3 2023 after selling out during the quarter.
Camarda Financial Advisors sold 1,388 iShares Russell 1000 Value ETF shares in Q3 2023, an estimated $219K.
Camarda Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and held it in 5 quarters.
Camarda Financial Advisors's iShares Russell 1000 Value ETF position peaked at $598K in Q2 2013.
1,441 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2023.

Based on Camarda Financial Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.