H&H Retirement Design & Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

H&H Retirement Design & Management’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
2023 Q1	–	Sell	-7,546	Closed	-$1.2M	–	77
2022 Q4	$1.2M	Sell	7,546 -537	-7%	-$80.4K	1.01%	27
2022 Q3	$1.11M	Sell	8,083 -46	-0.6%	-$6.91K	1.05%	28
2022 Q2	$1.25M	Sell	8,129 -224	-3%	-$35K	0.91%	29
2022 Q1	$1.4M	Sell	8,353 -1,893	-18%	-$311K	0.95%	26
2021 Q4	$1.62M	Sell	10,246 -31,893	-76%	-$5.23M	1.03%	26
2021 Q3	$6.71M	Buy	42,139 +432	+1%	+$69.3K	4.13%	9
2021 Q2	$6.61M	Sell	41,707 -4,257	-9%	-$674K	4.05%	9
2021 Q1	$7.14M	Buy	+45,964	New	+$6.65M	4.29%	7
2020 Q3	$4.88M	Buy	41,266 +26,068	+172%	+$3.09M	3.83%	14
2020 Q2	$1.71M	Buy	15,198 +4,341	+40%	+$477K	1.52%	23
2020 Q1	$1.08M	Buy	+10,857	New	+$1.35M	1.02%	25

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

H&H Retirement Design & Management's IWD Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2023, closing a stake of 7,546 shares — an estimated $1.2M sold.

H&H Retirement Design & Management first reported a position in IWD in Q1 2020 and held it in 11 quarters. The position peaked at $7.14M in Q1 2021. 1,410 funds tracked by Wall St. Rank hold IWD as of Q1 2023.

H&H Retirement Design & Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 7,546 iShares Russell 1000 Value ETF shares in Q1 2023, an estimated $1.2M.
H&H Retirement Design & Management first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and held it in 11 quarters.
H&H Retirement Design & Management's iShares Russell 1000 Value ETF position peaked at $7.14M in Q1 2021.
1,410 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.