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

FourThought Financial’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 Q3	$250K	Buy	1,835 +256	+16%	+$38.5K	0.04%	269
2022 Q2	$229K	Sell	1,579 -217	-12%	-$33.9K	0.03%	290
2022 Q1	$298K	Sell	1,796 -9,076	-83%	-$1.49M	0.04%	274
2021 Q4	$1.83M	Buy	10,872 +629	+6%	+$103K	0.23%	86
2021 Q3	$1.6M	Buy	10,243 +2,892	+39%	+$464K	0.21%	90
2021 Q2	$1.17M	Hold	7,351	–	–	0.16%	122
2021 Q1	$1.11M	Sell	7,351 -163	-2%	-$23.6K	0.16%	115
2020 Q4	$1.03M	Buy	+7,514	New	+$964K	0.16%	110

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

FourThought Financial's IWD Position: Q3 2022 in Review

FourThought Financial increased its iShares Russell 1000 Value ETF (IWD) stake by 16% in Q3 2022, buying an estimated $38.5K and bringing the position to 1,835 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #269.

FourThought Financial first reported a position in IWD in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.83M in Q4 2021. 1,320 funds tracked by Wall St. Rank hold IWD as of Q3 2022.

FourThought Financial held 1,835 shares of iShares Russell 1000 Value ETF worth $250K as of Q3 2022.
FourThought Financial bought 256 iShares Russell 1000 Value ETF shares in Q3 2022, an estimated $38.5K.
iShares Russell 1000 Value ETF made up 0.04% of FourThought Financial's portfolio in Q3 2022, its #269 holding.
FourThought Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Russell 1000 Value ETF position peaked at $1.83M in Q4 2021.
1,320 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.