Hayden Royal’s iShares Russell 1000 Value ETF IWD Stock Holding History

Hayden Royal’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	$372K	Sell	2,215 -446	-17%	-$73.1K	0.87%	30
2021 Q3	$417K	Buy	2,661 +446	+20%	+$71.5K	0.68%	34
2021 Q2	$351K	Sell	2,215 -4,386	-66%	-$694K	0.19%	120
2021 Q1	$1M	Buy	6,601 +3,905	+145%	+$565K	0.57%	43
2020 Q4	$369K	Sell	2,696 -1,384	-34%	-$178K	0.2%	117
2020 Q3	$481K	Sell	4,080 -9	-0.2%	-$1.07K	0.26%	95
2020 Q2	$461K	Buy	4,089 +262	+7%	+$28.8K	0.26%	81
2020 Q1	$380K	Buy	3,827 +1,133	+42%	+$141K	0.22%	113
2019 Q4	$371K	Buy	2,694 +695	+35%	+$91.6K	0.19%	130
2019 Q3	$256K	Buy	+1,999	New	+$254K	0.23%	139

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

Hayden Royal's IWD Position: Q4 2021 in Review

Hayden Royal reduced its iShares Russell 1000 Value ETF (IWD) stake by 17% in Q4 2021, selling an estimated $73.1K and leaving 2,215 shares worth $372K. The position accounts for 0.87% of the portfolio, ranked #30.

Hayden Royal first reported a position in IWD in Q3 2019 and has held it in 10 quarters since. The position peaked at $1M in Q1 2021. 1,386 funds tracked by Wall St. Rank hold IWD as of Q4 2021.

Hayden Royal held 2,215 shares of iShares Russell 1000 Value ETF worth $372K as of Q4 2021.
Hayden Royal sold 446 iShares Russell 1000 Value ETF shares in Q4 2021, an estimated $73.1K.
iShares Russell 1000 Value ETF made up 0.87% of Hayden Royal's portfolio in Q4 2021, its #30 holding.
Hayden Royal first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and has held it in 10 quarters since.
Hayden Royal's iShares Russell 1000 Value ETF position peaked at $1M in Q1 2021.
1,386 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.