Clear Perspectives Financial Planning’s iShares Russell 1000 Value ETF IWD Stock Holding History

Clear Perspectives Financial Planning’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	$172K	Sell	1,128 -690	-38%	-$107K	0.1%	44
2022 Q4	$276K	Sell	1,818 -772	-30%	-$116K	0.15%	40
2022 Q3	$352K	Sell	2,590 -890	-26%	-$134K	0.17%	38
2022 Q2	$505K	Sell	3,480 -3,770	-52%	-$590K	0.2%	35
2022 Q1	$1.2M	Buy	7,250 +491	+7%	+$80.6K	0.46%	33
2021 Q4	$1.14M	Buy	6,759 +234	+4%	+$38.3K	0.46%	34
2021 Q3	$1.02M	Buy	6,525 +1,139	+21%	+$183K	0.46%	34
2021 Q2	$854K	Buy	5,386 +4,851	+907%	+$768K	0.41%	35
2021 Q1	$81K	Buy	535 +500	+1,429%	+$72.3K	0.05%	72
2020 Q4	$5K	Buy	+35	New	+$4.49K	﹤0.01%	159

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clear Perspectives Financial Planning's IWD Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its iShares Russell 1000 Value ETF (IWD) stake by 38% in Q1 2023, selling an estimated $107K and leaving 1,128 shares worth $172K. The position accounts for 0.1% of the portfolio, ranked #44.

Clear Perspectives Financial Planning first reported a position in IWD in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.2M in Q1 2022. 1,410 funds tracked by Wall St. Rank hold IWD as of Q1 2023.

Clear Perspectives Financial Planning held 1,128 shares of iShares Russell 1000 Value ETF worth $172K as of Q1 2023.
Clear Perspectives Financial Planning sold 690 iShares Russell 1000 Value ETF shares in Q1 2023, an estimated $107K.
iShares Russell 1000 Value ETF made up 0.1% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #44 holding.
Clear Perspectives Financial Planning first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's iShares Russell 1000 Value ETF position peaked at $1.2M in Q1 2022.
1,410 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.