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D'Orazio & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-106
Closed -$17K – 398
2021
Q3 		$17K Buy
+106
New +$17K ﹤0.01% 435

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

D'Orazio & Associates's IWD Position: Q4 2021 in Review

D'Orazio & Associates sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2021, closing a stake of 106 shares — an estimated $17K sold.

D'Orazio & Associates first reported a position in IWD in Q3 2021 and held it in 1 quarter. The position peaked at $17K in Q3 2021. 1,386 funds tracked by Wall St. Rank hold IWD as of Q4 2021.

  • D'Orazio & Associates reported no remaining iShares Russell 1000 Value ETF position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 106 iShares Russell 1000 Value ETF shares in Q4 2021, an estimated $17K.
  • D'Orazio & Associates first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and held it in 1 quarter.
  • D'Orazio & Associates's iShares Russell 1000 Value ETF position peaked at $17K in Q3 2021.
  • 1,386 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.