First Capital Advisors Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

First Capital Advisors Group’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
2023 Q2	$14.5K	Hold	92	–	–	0.01%	476
2023 Q1	$14K	Hold	92	–	–	0.01%	185
2022 Q4	$14K	Hold	92	–	–	0.01%	197
2022 Q3	$13K	Buy	+92	New	+$13.8K	0.01%	181
2018 Q2	–	Sell	-303	Closed	-$36K	–	463
2018 Q1	$36K	Buy	+303	New	+$37.8K	0.02%	322

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

First Capital Advisors Group's IWD Position: Q2 2023 in Review

First Capital Advisors Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2023 at 92 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #476.

First Capital Advisors Group first reported a position in IWD in Q1 2018 and has held it in 5 quarters since. The position peaked at $36K in Q1 2018. 1,423 funds tracked by Wall St. Rank hold IWD as of Q2 2023.

First Capital Advisors Group held 92 shares of iShares Russell 1000 Value ETF worth $14.5K as of Q2 2023.
First Capital Advisors Group left its iShares Russell 1000 Value ETF share count unchanged in Q2 2023.
iShares Russell 1000 Value ETF made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #476 holding.
First Capital Advisors Group first reported a position in iShares Russell 1000 Value ETF in Q1 2018 and has held it in 5 quarters since.
First Capital Advisors Group's iShares Russell 1000 Value ETF position peaked at $36K in Q1 2018.
1,423 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.