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

Destination Wealth Management’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
Q1 		– Sell
-1,301
Closed -$218K – 199
2021
Q4 		$218K Hold
1,301
– – 0.01% 191
2021
Q3 		$204K Sell
1,301
-94
-7% -$15.1K 0.01% 171
2021
Q2 		$221K Sell
1,395
-366
-21% -$57.9K 0.01% 175
2021
Q1 		$267K Sell
1,761
-143
-8% -$20.7K 0.01% 163
2020
Q4 		$260K Buy
1,904
+150
+9% +$19.2K 0.01% 150
2020
Q3 		$207K Sell
1,754
-147
-8% -$17.4K 0.01% 139
2020
Q2 		$214K Sell
1,901
-281
-13% -$30.9K 0.01% 139
2020
Q1 		$216K Sell
2,182
-170
-7% -$21.2K 0.01% 156
2019
Q4 		$321K Hold
2,352
– – 0.02% 132
2019
Q3 		$302K Sell
2,352
-165
-7% -$21K 0.02% 124
2019
Q2 		$320K Sell
2,517
-555
-18% -$69.5K 0.02% 117
2019
Q1 		$379K Sell
3,072
-8
-0.3% -$961 0.02% 118
2018
Q4 		$342K Sell
3,080
-648
-17% -$77.7K 0.02% 115
2018
Q3 		$472K Buy
3,728
+511
+16% +$64.2K 0.03% 118
2018
Q2 		$390K Sell
3,217
-23
-0.7% -$2.8K 0.02% 117
2018
Q1 		$389K Sell
3,240
-1,215
-27% -$151K 0.02% 120
2017
Q4 		$554K Hold
4,455
– – 0.03% 110
2017
Q3 		$528K Buy
4,455
+42
+1% +$4.89K 0.03% 108
2017
Q2 		$514K Buy
4,413
+1,196
+37% +$138K 0.03% 110
2017
Q1 		$370K Buy
3,217
+137
+4% +$15.7K 0.03% 122
2016
Q4 		$345K Buy
+3,080
New +$333K 0.03% 129

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Destination Wealth Management's IWD Position: Q1 2022 in Review

Destination Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2022, closing a stake of 1,301 shares — an estimated $218K sold.

Destination Wealth Management first reported a position in IWD in Q4 2016 and held it in 21 quarters. The position peaked at $554K in Q4 2017. 1,379 funds tracked by Wall St. Rank hold IWD as of Q1 2022.

  • Destination Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Destination Wealth Management sold 1,301 iShares Russell 1000 Value ETF shares in Q1 2022, an estimated $218K.
  • Destination Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and held it in 21 quarters.
  • Destination Wealth Management's iShares Russell 1000 Value ETF position peaked at $554K in Q4 2017.
  • 1,379 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2022.

Based on Destination Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.