Firestone Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Firestone Capital Management’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	-855	Closed	-$136K	–	271
2021 Q3	$136K	Hold	855	–	–	0.05%	144
2021 Q2	$136K	Hold	855	–	–	0.05%	141
2021 Q1	$130K	Hold	855	–	–	0.05%	143
2020 Q4	$117K	Hold	855	–	–	0.04%	140
2020 Q3	$101K	Hold	855	–	–	0.05%	138
2020 Q2	$96K	Hold	855	–	–	0.04%	139
2020 Q1	$85K	Hold	855	–	–	0.04%	135
2019 Q4	$117K	Buy	+855	New	+$113K	0.05%	133

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Firestone Capital Management's IWD Position: Q4 2021 in Review

Firestone Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2021, closing a stake of 855 shares — an estimated $136K sold.

Firestone Capital Management first reported a position in IWD in Q4 2019 and held it in 8 quarters. The position peaked at $136K in Q3 2021. 1,386 funds tracked by Wall St. Rank hold IWD as of Q4 2021.

Firestone Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2021 after selling out during the quarter.
Firestone Capital Management sold 855 iShares Russell 1000 Value ETF shares in Q4 2021, an estimated $136K.
Firestone Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 8 quarters.
Firestone Capital Management's iShares Russell 1000 Value ETF position peaked at $136K in Q3 2021.
1,386 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.