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Harborview Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Harborview Advisors’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
2021
Q3 		$962K Sell
6,147
-13
-0.2% -$2.08K 0.54% 34
2021
Q2 		$977K Hold
6,160
– – 0.55% 35
2021
Q1 		$934K Sell
6,160
-237
-4% -$34.3K 0.56% 35
2020
Q4 		$875K Sell
6,397
-14
-0.2% -$1.8K 0.59% 37
2020
Q3 		$757K Buy
6,411
+31
+0.5% +$3.68K 0.58% 40
2020
Q2 		$719K Buy
6,380
+109
+2% +$12K 0.59% 41
2020
Q1 		$622K Sell
6,271
-332
-5% -$41.4K 0.62% 34
2019
Q4 		$901K Sell
6,603
-100
-1% -$13.2K 0.69% 24
2019
Q3 		$860K Sell
6,703
-3
-0% -$381 0.69% 24
2019
Q2 		$853K Buy
6,706
+156
+2% +$19.5K 0.69% 28
2019
Q1 		$809K Sell
6,550
-410
-6% -$49.3K 0.7% 29
2018
Q4 		$773K Buy
6,960
+550
+9% +$65.9K 0.91% 23
2018
Q3 		$812K Buy
6,410
+300
+5% +$37.7K 0.83% 26
2018
Q2 		$742K Sell
6,110
-195
-3% -$23.7K 0.68% 31
2018
Q1 		$756K Sell
6,305
-99
-2% -$12.3K 0.72% 29
2017
Q4 		$796K Buy
+6,404
New +$776K 0.76% 27

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Harborview Advisors's IWD Position: Q3 2021 in Review

Harborview Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.21% in Q3 2021, selling an estimated $2.08K and leaving 6,147 shares worth $962K. The position accounts for 0.54% of the portfolio, ranked #34.

Harborview Advisors first reported a position in IWD in Q4 2017 and has held it in 16 quarters since. The position peaked at $977K in Q2 2021. 1,227 funds tracked by Wall St. Rank hold IWD as of Q3 2021.

  • Harborview Advisors held 6,147 shares of iShares Russell 1000 Value ETF worth $962K as of Q3 2021.
  • Harborview Advisors sold 13 iShares Russell 1000 Value ETF shares in Q3 2021, an estimated $2.08K.
  • iShares Russell 1000 Value ETF made up 0.54% of Harborview Advisors's portfolio in Q3 2021, its #34 holding.
  • Harborview Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 16 quarters since.
  • Harborview Advisors's iShares Russell 1000 Value ETF position peaked at $977K in Q2 2021.
  • 1,227 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.