ERTS Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

ERTS Wealth 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
2022 Q1	–	Sell	-1,201	Closed	-$202K	–	92
2021 Q4	$202K	Buy	+1,201	New	+$197K	0.05%	87
2021 Q3	–	Sell	-1,265	Closed	-$201K	–	88
2021 Q2	$201K	Buy	+1,265	New	+$200K	0.05%	91
2020 Q1	–	Sell	-1,503	Closed	-$205K	–	88
2019 Q4	$205K	Buy	+1,503	New	+$198K	0.09%	81
2019 Q1	–	Sell	-3,048	Closed	-$338K	–	198
2018 Q4	$338K	Buy	+3,048	New	+$365K	0.24%	53

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ERTS Wealth Advisors's IWD Position: Q1 2022 in Review

ERTS Wealth Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2022, closing a stake of 1,201 shares — an estimated $202K sold.

ERTS Wealth Advisors first reported a position in IWD in Q4 2018 and held it in 4 quarters. The position peaked at $338K in Q4 2018. 1,379 funds tracked by Wall St. Rank hold IWD as of Q1 2022.

ERTS Wealth Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2022 after selling out during the quarter.
ERTS Wealth Advisors sold 1,201 iShares Russell 1000 Value ETF shares in Q1 2022, an estimated $202K.
ERTS Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and held it in 4 quarters.
ERTS Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $338K in Q4 2018.
1,379 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2022.

Based on ERTS Wealth Advisors's 13F filing for Q1 2022, filed 11 May 2022.