Graves Light Lenhart Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Graves Light Lenhart Wealth’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	-515	Closed	-$75K	–	363
2022 Q2	$75K	Hold	515	–	–	0.01%	263
2022 Q1	$85K	Hold	515	–	–	0.01%	289
2021 Q4	$86K	Hold	515	–	–	0.01%	327
2021 Q3	$81K	Buy	515 +15	+3%	+$2.4K	0.01%	309
2021 Q2	$79K	Hold	500	–	–	0.01%	319
2021 Q1	$76K	Hold	500	–	–	0.01%	320
2020 Q4	$68K	Buy	+500	New	+$64.1K	0.01%	324

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

Graves Light Lenhart Wealth's IWD Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2022, closing a stake of 515 shares — an estimated $75K sold.

Graves Light Lenhart Wealth first reported a position in IWD in Q4 2020 and held it in 7 quarters. The position peaked at $86K in Q4 2021. 1,319 funds tracked by Wall St. Rank hold IWD as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares Russell 1000 Value ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 515 iShares Russell 1000 Value ETF shares in Q3 2022, an estimated $75K.
Graves Light Lenhart Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares Russell 1000 Value ETF position peaked at $86K in Q4 2021.
1,319 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.