Heritage Wealth Management (Arizona)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$311K	Buy	2,050 +1,025	+100%	+$153K	0.04%	285
2022 Q3	$139K	Hold	1,025	–	–	0.04%	291
2022 Q2	$149K	Hold	1,025	–	–	0.05%	289
2022 Q1	$170K	Buy	+1,025	New	+$168K	0.05%	298
2021 Q3	$168K	Sell	1,071 -81	-7%	-$13K	0.06%	244
2021 Q2	$183K	Hold	1,152	–	–	0.07%	240
2021 Q1	$175K	Buy	+1,152	New	+$167K	0.1%	184

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Heritage Wealth Management (Arizona)'s IWD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Russell 1000 Value ETF (IWD) stake by 100% in Q4 2022, buying an estimated $153K and bringing the position to 2,050 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #285.

Heritage Wealth Management (Arizona) first reported a position in IWD in Q1 2021 and has held it in 7 quarters since. 1,462 funds tracked by Wall St. Rank hold IWD as of Q4 2022.

Heritage Wealth Management (Arizona) held 2,050 shares of iShares Russell 1000 Value ETF worth $311K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,025 iShares Russell 1000 Value ETF shares in Q4 2022, an estimated $153K.
iShares Russell 1000 Value ETF made up 0.04% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #285 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 7 quarters since.
1,462 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.