HawsGoodwin Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

HawsGoodwin Investment 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
2021 Q4	$24K	Hold	145	–	–	0.01%	98
2021 Q3	$23K	Hold	145	–	–	0.01%	98
2021 Q2	$23K	Hold	145	–	–	0.01%	94
2021 Q1	$22K	Hold	145	–	–	0.01%	92
2020 Q4	$20K	Hold	145	–	–	0.01%	95
2020 Q3	$17K	Hold	145	–	–	0.01%	83
2020 Q2	$16K	Hold	145	–	–	0.01%	81
2020 Q1	$14K	Hold	145	–	–	0.01%	84
2019 Q4	$20K	Buy	+145	New	+$19.1K	0.01%	89

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HawsGoodwin Investment Management's IWD Position: Q4 2021 in Review

HawsGoodwin Investment Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q4 2021 at 145 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #98.

HawsGoodwin Investment Management first reported a position in IWD in Q4 2019 and has held it in 9 quarters since. 1,386 funds tracked by Wall St. Rank hold IWD as of Q4 2021.

HawsGoodwin Investment Management held 145 shares of iShares Russell 1000 Value ETF worth $24K as of Q4 2021.
HawsGoodwin Investment Management left its iShares Russell 1000 Value ETF share count unchanged in Q4 2021.
iShares Russell 1000 Value ETF made up 0.01% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #98 holding.
HawsGoodwin Investment Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 9 quarters since.
1,386 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.