DHK Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

DHK Financial 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
2024 Q2	–	Sell	-8,132	Closed	-$1.46M	–	88
2024 Q1	$1.46M	Sell	8,132 -23,038	-74%	-$3.9M	1.03%	26
2023 Q4	$5.15M	Buy	31,170 +124	+0.4%	+$19.1K	3.86%	5
2023 Q3	$4.74M	Buy	31,046 +62	+0.2%	+$9.83K	4.23%	5
2023 Q2	$4.89M	Buy	30,984 +22,852	+281%	+$3.49M	4.16%	5
2023 Q1	$1.24M	Hold	8,132	–	–	1.54%	19
2022 Q4	$1.23M	Hold	8,132	–	–	1.71%	19
2022 Q3	$1.11M	Hold	8,132	–	–	1.82%	16
2022 Q2	$1.18M	Hold	8,132	–	–	1.13%	22
2022 Q1	$1.35M	Buy	+8,132	New	+$1.34M	1.14%	21

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DHK Financial Advisors's IWD Position: Q2 2024 in Review

DHK Financial Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2024, closing a stake of 8,132 shares — an estimated $1.46M sold.

DHK Financial Advisors first reported a position in IWD in Q1 2022 and held it in 9 quarters. The position peaked at $5.15M in Q4 2023. 1,521 funds tracked by Wall St. Rank hold IWD as of Q2 2024.

DHK Financial Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q2 2024 after selling out during the quarter.
DHK Financial Advisors sold 8,132 iShares Russell 1000 Value ETF shares in Q2 2024, an estimated $1.46M.
DHK Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and held it in 9 quarters.
DHK Financial Advisors's iShares Russell 1000 Value ETF position peaked at $5.15M in Q4 2023.
1,521 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2024.

Based on DHK Financial Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.