Clear Perspective Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Clear Perspective 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 Q4	$746K	Buy	+4,440	New	+$727K	0.23%	71
2020 Q3	–	Sell	-7,998	Closed	-$901K	–	139
2020 Q2	$901K	Buy	+7,998	New	+$880K	0.49%	35
2020 Q1	–	Sell	-1,563	Closed	-$213K	–	121
2019 Q4	$213K	Sell	1,563 -575	-27%	-$75.8K	0.13%	129
2019 Q3	$274K	Sell	2,138 -17	-0.8%	-$2.16K	0.12%	115
2019 Q2	$274K	Sell	2,155 -50	-2%	-$6.26K	0.18%	111
2019 Q1	$272K	Sell	2,205 -163	-7%	-$19.6K	0.19%	117
2018 Q4	$263K	Hold	2,368	–	–	0.22%	109
2018 Q3	$300K	Buy	+2,368	New	+$297K	0.22%	116

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Clear Perspective Advisors's IWD Position: Q4 2021 in Review

Clear Perspective Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q4 2021: 4,440 shares worth $746K. The stake represents 0.23% of the portfolio and ranks #71 among its holdings. This is a return to the name: Clear Perspective Advisors previously reported a position in IWD as recently as Q2 2020.

Clear Perspective Advisors first reported a position in IWD in Q3 2018 and has held it in 8 quarters since. The position peaked at $901K in Q2 2020. 1,386 funds tracked by Wall St. Rank hold IWD as of Q4 2021.

Clear Perspective Advisors held 4,440 shares of iShares Russell 1000 Value ETF worth $746K as of Q4 2021.
iShares Russell 1000 Value ETF was a new Clear Perspective Advisors position in Q4 2021.
iShares Russell 1000 Value ETF made up 0.23% of Clear Perspective Advisors's portfolio in Q4 2021, its #71 holding.
Clear Perspective Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and has held it in 8 quarters since.
Clear Perspective Advisors's iShares Russell 1000 Value ETF position peaked at $901K in Q2 2020.
1,386 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.