Dixon Hughes Goodman Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$316K Buy
1,901
+245
+15% +$40.2K 0.09% 127
2021
Q4
$278K Buy
+1,656
New +$271K 0.09% 119

Other funds holding IWD

Dixon Hughes Goodman Wealth Advisors's IWD Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 15% in Q1 2022, buying an estimated $40.2K and bringing the position to 1,901 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #127.

Dixon Hughes Goodman Wealth Advisors first reported a position in IWD in Q4 2021 and has held it in 2 quarters since. 1,379 funds tracked by Wall St. Rank hold IWD as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,901 shares of iShares Russell 1000 Value ETF worth $316K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 245 iShares Russell 1000 Value ETF shares in Q1 2022, an estimated $40.2K.
  • iShares Russell 1000 Value ETF made up 0.09% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #127 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,379 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.