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Financial Planners of Cleveland’s iShares Russell 1000 Value ETF IWD Stock Holding History

Financial Planners of Cleveland’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
-2,924
Closed -$485K – 22
2022
Q1 		$485K Sell
2,924
-3,416
-54% -$561K 0.2% 37
2021
Q4 		$1.08M Buy
+6,340
New +$1.04M 0.44% 21

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Financial Planners of Cleveland's IWD Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2022, closing a stake of 2,924 shares — an estimated $485K sold.

Financial Planners of Cleveland first reported a position in IWD in Q4 2021 and held it in 2 quarters. The position peaked at $1.08M in Q4 2021. 1,347 funds tracked by Wall St. Rank hold IWD as of Q2 2022.

  • Financial Planners of Cleveland reported no remaining iShares Russell 1000 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 2,924 iShares Russell 1000 Value ETF shares in Q2 2022, an estimated $485K.
  • Financial Planners of Cleveland first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 2 quarters.
  • Financial Planners of Cleveland's iShares Russell 1000 Value ETF position peaked at $1.08M in Q4 2021.
  • 1,347 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.