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

Hoover Financial 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 Q2	$758K	Buy	4,776 +11	+0.2%	+$1.74K	0.13%	63
2021 Q1	$760K	Buy	4,765 +13	+0.3%	+$1.88K	0.14%	60
2020 Q4	$675K	Buy	4,752 +15	+0.3%	+$1.92K	0.17%	50
2020 Q3	$560K	Sell	4,737 -381	-7%	-$45.2K	0.18%	48
2020 Q2	$576K	Buy	5,118 +45	+0.9%	+$4.95K	0.22%	41
2020 Q1	$503K	Hold	5,073	–	–	0.28%	36
2019 Q4	$692K	Buy	5,073 +45	+0.9%	+$5.93K	0.34%	36
2019 Q3	$645K	Sell	5,028 -79	-2%	-$10K	0.57%	23
2019 Q2	$650K	Buy	5,107 +11	+0.2%	+$1.38K	0.6%	21
2019 Q1	$629K	Buy	5,096 +11	+0.2%	+$1.32K	0.6%	22
2018 Q4	$565K	Buy	+5,085	New	+$609K	0.62%	21

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

Hoover Financial Advisors's IWD Position: Q2 2021 in Review

Hoover Financial Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.23% in Q2 2021, buying an estimated $1.74K and bringing the position to 4,776 shares worth $758K. The position accounts for 0.13% of the portfolio, ranked #63.

Hoover Financial Advisors first reported a position in IWD in Q4 2018 and has held it in 11 quarters since. The position peaked at $760K in Q1 2021. 1,227 funds tracked by Wall St. Rank hold IWD as of Q2 2021.

Hoover Financial Advisors held 4,776 shares of iShares Russell 1000 Value ETF worth $758K as of Q2 2021.
Hoover Financial Advisors bought 11 iShares Russell 1000 Value ETF shares in Q2 2021, an estimated $1.74K.
iShares Russell 1000 Value ETF made up 0.13% of Hoover Financial Advisors's portfolio in Q2 2021, its #63 holding.
Hoover Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 11 quarters since.
Hoover Financial Advisors's iShares Russell 1000 Value ETF position peaked at $760K in Q1 2021.
1,227 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.