Cardan Capital Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cardan Capital Partners’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 Q3	$228K	Sell	1,457 -22	-1%	-$3.53K	0.03%	224
2021 Q2	$235K	Sell	1,479 -10	-0.7%	-$1.58K	0.03%	231
2021 Q1	$226K	Hold	1,489	–	–	0.03%	214
2020 Q4	$204K	Buy	+1,489	New	+$191K	0.03%	220

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cardan Capital Partners's IWD Position: Q3 2021 in Review

Cardan Capital Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.5% in Q3 2021, selling an estimated $3.53K and leaving 1,457 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #224.

Cardan Capital Partners first reported a position in IWD in Q4 2020 and has held it in 4 quarters since. The position peaked at $235K in Q2 2021. 1,227 funds tracked by Wall St. Rank hold IWD as of Q3 2021.

Cardan Capital Partners held 1,457 shares of iShares Russell 1000 Value ETF worth $228K as of Q3 2021.
Cardan Capital Partners sold 22 iShares Russell 1000 Value ETF shares in Q3 2021, an estimated $3.53K.
iShares Russell 1000 Value ETF made up 0.03% of Cardan Capital Partners's portfolio in Q3 2021, its #224 holding.
Cardan Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 4 quarters since.
Cardan Capital Partners's iShares Russell 1000 Value ETF position peaked at $235K in Q2 2021.
1,227 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.