Hudock Inc’s iShares Russell 1000 Value ETF IWD Stock Holding History

Hudock Inc’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 Q1	–	Sell	-151	Closed	-$25K	–	772
2021 Q4	$25K	Hold	151	–	–	0.01%	419
2021 Q3	$23K	Hold	151	–	–	0.01%	433
2021 Q2	$23K	Hold	151	–	–	0.01%	426
2021 Q1	$22K	Hold	151	–	–	0.01%	434
2020 Q4	$20K	Sell	151 -151	-50%	-$19.4K	0.01%	430
2020 Q3	$35K	Sell	302 -302	-50%	-$35.8K	0.01%	316
2020 Q2	$68K	Buy	604 +302	+100%	+$33.2K	0.02%	226
2020 Q1	$29K	Buy	+302	New	+$37.6K	0.01%	286
2018 Q4	–	Sell	-126	Closed	-$15K	–	662
2018 Q3	$15K	Hold	126	–	–	0.01%	383
2018 Q2	$15K	Hold	126	–	–	0.01%	377
2018 Q1	$15K	Hold	126	–	–	0.01%	394
2017 Q4	$15K	Hold	126	–	–	0.01%	381
2017 Q3	$14K	Hold	126	–	–	0.01%	390
2017 Q2	$14K	Hold	126	–	–	0.01%	374
2017 Q1	$14K	Hold	126	–	–	0.01%	366
2016 Q4	$14K	Hold	126	–	–	0.01%	348
2016 Q3	$13K	Hold	126	–	–	0.01%	363
2016 Q2	$13K	Hold	126	–	–	0.01%	377
2016 Q1	$12K	Hold	126	–	–	0.01%	391
2015 Q4	$12K	Hold	126	–	–	0.01%	365
2015 Q3	$11K	Hold	126	–	–	0.01%	393
2015 Q2	$12K	Hold	126	–	–	0.01%	381
2015 Q1	$13K	Buy	+126	New	+$13.1K	0.01%	395

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hudock Inc's IWD Position: Q1 2022 in Review

Hudock Inc sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2022, closing a stake of 151 shares — an estimated $25K sold.

Hudock Inc first reported a position in IWD in Q1 2015 and held it in 23 quarters. The position peaked at $68K in Q2 2020. 1,377 funds tracked by Wall St. Rank hold IWD as of Q1 2022.

Hudock Inc reported no remaining iShares Russell 1000 Value ETF position as of Q1 2022 after selling out during the quarter.
Hudock Inc sold 151 iShares Russell 1000 Value ETF shares in Q1 2022, an estimated $25K.
Hudock Inc first reported a position in iShares Russell 1000 Value ETF in Q1 2015 and held it in 23 quarters.
Hudock Inc's iShares Russell 1000 Value ETF position peaked at $68K in Q2 2020.
1,377 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2022.

Based on Hudock Inc's 13F filing for Q1 2022, filed 2 May 2022.