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Great Diamond Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Great Diamond Partners’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
Q1 		– Sell
-6,099
Closed -$1.02M – 225
2021
Q4 		$1.02M Buy
+6,099
New +$999K 0.26% 85

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Jones Financial Companies
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Financial Engines Advisors
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UBS Group
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Great Diamond Partners's IWD Position: Q1 2022 in Review

Great Diamond Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2022, closing a stake of 6,099 shares — an estimated $1.02M sold.

Great Diamond Partners first reported a position in IWD in Q4 2021 and held it in 1 quarter. The position peaked at $1.02M in Q4 2021. 1,379 funds tracked by Wall St. Rank hold IWD as of Q1 2022.

  • Great Diamond Partners reported no remaining iShares Russell 1000 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Great Diamond Partners sold 6,099 iShares Russell 1000 Value ETF shares in Q1 2022, an estimated $1.02M.
  • Great Diamond Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 1 quarter.
  • Great Diamond Partners's iShares Russell 1000 Value ETF position peaked at $1.02M in Q4 2021.
  • 1,379 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2022.

Based on Great Diamond Partners's 13F filing for Q1 2022, filed 5 May 2022.