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

DeDora Capital’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
2022 Q2	–	Sell	-219	Closed	-$36K	–	248
2022 Q1	$36K	Buy	+219	New	+$36K	0.01%	185
2020 Q1	–	Sell	-219	Closed	-$30K	–	105
2019 Q4	$30K	Buy	+219	New	+$28.9K	0.02%	101

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

DeDora Capital's IWD Position: Q2 2022 in Review

DeDora Capital sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2022, closing a stake of 219 shares — an estimated $36K sold.

DeDora Capital first reported a position in IWD in Q4 2019 and held it in 2 quarters. The position peaked at $36K in Q1 2022. 1,346 funds tracked by Wall St. Rank hold IWD as of Q2 2022.

DeDora Capital reported no remaining iShares Russell 1000 Value ETF position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 219 iShares Russell 1000 Value ETF shares in Q2 2022, an estimated $36K.
DeDora Capital first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 2 quarters.
DeDora Capital's iShares Russell 1000 Value ETF position peaked at $36K in Q1 2022.
1,346 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.