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Fortem Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Fortem Financial 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
2021
Q1 		– Sell
-30
Closed -$4K – 303
2020
Q4 		$4K Buy
+30
New +$3.85K ﹤0.01% 418

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fortem Financial Group's IWD Position: Q1 2021 in Review

Fortem Financial Group sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2021, closing a stake of 30 shares — an estimated $4K sold.

Fortem Financial Group first reported a position in IWD in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 1,194 funds tracked by Wall St. Rank hold IWD as of Q1 2021.

  • Fortem Financial Group reported no remaining iShares Russell 1000 Value ETF position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 30 iShares Russell 1000 Value ETF shares in Q1 2021, an estimated $4K.
  • Fortem Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's iShares Russell 1000 Value ETF position peaked at $4K in Q4 2020.
  • 1,194 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.