Financial Services Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

Financial Services Advisory’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	-3,019	Closed	-$501K	–	18
2022 Q1	$501K	Buy	3,019 +6	+0.2%	+$985	0.78%	21
2021 Q4	$506K	Sell	3,013 -46	-2%	-$7.54K	0.16%	40
2021 Q3	$479K	Buy	3,059 +56	+2%	+$8.98K	0.16%	41
2021 Q2	$476K	Buy	+3,003	New	+$475K	0.2%	36
2020 Q1	–	Sell	-104,477	Closed	-$14.3M	–	15
2019 Q4	$14.3M	Buy	+104,477	New	+$13.8M	5.89%	7

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Financial Services Advisory's IWD Position: Q2 2022 in Review

Financial Services Advisory sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2022, closing a stake of 3,019 shares — an estimated $501K sold.

Financial Services Advisory first reported a position in IWD in Q4 2019 and held it in 5 quarters. The position peaked at $14.3M in Q4 2019. 1,347 funds tracked by Wall St. Rank hold IWD as of Q2 2022.

Financial Services Advisory reported no remaining iShares Russell 1000 Value ETF position as of Q2 2022 after selling out during the quarter.
Financial Services Advisory sold 3,019 iShares Russell 1000 Value ETF shares in Q2 2022, an estimated $501K.
Financial Services Advisory first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 5 quarters.
Financial Services Advisory's iShares Russell 1000 Value ETF position peaked at $14.3M in Q4 2019.
1,347 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2022.

Based on Financial Services Advisory's 13F filing for Q2 2022, filed 8 Aug 2022.