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

HTG Investment 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
2023
Q3 		– Sell
-2,135
Closed -$337K – 54
2023
Q2 		$337K Buy
+2,135
New +$326K 0.28% 42

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

HTG Investment Advisors's IWD Position: Q3 2023 in Review

HTG Investment Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2023, closing a stake of 2,135 shares — an estimated $337K sold.

HTG Investment Advisors first reported a position in IWD in Q2 2023 and held it in 1 quarter. The position peaked at $337K in Q2 2023. 1,441 funds tracked by Wall St. Rank hold IWD as of Q3 2023.

  • HTG Investment Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q3 2023 after selling out during the quarter.
  • HTG Investment Advisors sold 2,135 iShares Russell 1000 Value ETF shares in Q3 2023, an estimated $337K.
  • HTG Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and held it in 1 quarter.
  • HTG Investment Advisors's iShares Russell 1000 Value ETF position peaked at $337K in Q2 2023.
  • 1,441 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2023.

Based on HTG Investment Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.