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

Gleason 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
2022 Q3	–	Sell	-54	Closed	-$8K	–	236
2022 Q2	$8K	Buy	+54	New	+$8.45K	﹤0.01%	177

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

Gleason Group's IWD Position: Q3 2022 in Review

Gleason Group sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2022, closing a stake of 54 shares — an estimated $8K sold.

Gleason Group first reported a position in IWD in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 1,319 funds tracked by Wall St. Rank hold IWD as of Q3 2022.

Gleason Group reported no remaining iShares Russell 1000 Value ETF position as of Q3 2022 after selling out during the quarter.
Gleason Group sold 54 iShares Russell 1000 Value ETF shares in Q3 2022, an estimated $8K.
Gleason Group first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and held it in 1 quarter.
Gleason Group's iShares Russell 1000 Value ETF position peaked at $8K in Q2 2022.
1,319 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2022.

Based on Gleason Group's 13F filing for Q3 2022, filed 11 Oct 2022.