Dixon Hubard Feinour & Brown’s iShares Russell 1000 Value ETF IWD Stock Holding History

Dixon Hubard Feinour & Brown’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	-1,214	Closed	-$201K	–	291
2022 Q1	$201K	Buy	1,214 +19	+2%	+$3.12K	0.02%	297
2021 Q4	$201K	Buy	+1,195	New	+$196K	0.02%	288

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 $424B AUM 22.96% 1-Year Est. Return

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

Dixon Hubard Feinour & Brown's IWD Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2022, closing a stake of 1,214 shares — an estimated $201K sold.

Dixon Hubard Feinour & Brown first reported a position in IWD in Q4 2021 and held it in 2 quarters. The position peaked at $201K in Q1 2022. 1,347 funds tracked by Wall St. Rank hold IWD as of Q2 2022.

Dixon Hubard Feinour & Brown reported no remaining iShares Russell 1000 Value ETF position as of Q2 2022 after selling out during the quarter.
Dixon Hubard Feinour & Brown sold 1,214 iShares Russell 1000 Value ETF shares in Q2 2022, an estimated $201K.
Dixon Hubard Feinour & Brown first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 2 quarters.
Dixon Hubard Feinour & Brown's iShares Russell 1000 Value ETF position peaked at $201K in Q1 2022.
1,347 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.