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

CIC Wealth’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 Q1	–	Sell	-1,435	Closed	-$218K	–	162
2022 Q4	$218K	Buy	+1,435	New	+$215K	0.09%	152

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

CIC Wealth's IWD Position: Q1 2023 in Review

CIC Wealth sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2023, closing a stake of 1,435 shares — an estimated $218K sold.

CIC Wealth first reported a position in IWD in Q4 2022 and held it in 1 quarter. The position peaked at $218K in Q4 2022. 1,413 funds tracked by Wall St. Rank hold IWD as of Q1 2023.

CIC Wealth reported no remaining iShares Russell 1000 Value ETF position as of Q1 2023 after selling out during the quarter.
CIC Wealth sold 1,435 iShares Russell 1000 Value ETF shares in Q1 2023, an estimated $218K.
CIC Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 1 quarter.
CIC Wealth's iShares Russell 1000 Value ETF position peaked at $218K in Q4 2022.
1,413 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2023.

Based on CIC Wealth's 13F filing for Q1 2023, filed 4 May 2023.