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

Clearview Wealth 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 Q1	–	Sell	-12	Closed	-$1.82K	–	690
2022 Q4	$1.82K	Buy	+12	New	+$1.8K	﹤0.01%	487
2021 Q4	–	Sell	-130	Closed	-$20K	–	715
2021 Q3	$20K	Hold	130	–	–	0.01%	333
2021 Q2	$21K	Sell	130 -1,136	-90%	-$180K	0.01%	334
2021 Q1	$192K	Buy	+1,266	New	+$183K	0.12%	115

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

Clearview Wealth Advisors's IWD Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2023, closing a stake of 12 shares — an estimated $1.82K sold.

Clearview Wealth Advisors first reported a position in IWD in Q1 2021 and held it in 4 quarters. The position peaked at $192K in Q1 2021. 1,410 funds tracked by Wall St. Rank hold IWD as of Q1 2023.

Clearview Wealth Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 12 iShares Russell 1000 Value ETF shares in Q1 2023, an estimated $1.82K.
Clearview Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and held it in 4 quarters.
Clearview Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $192K in Q1 2021.
1,410 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.