HI
IWD icon

Human Investing’s iShares Russell 1000 Value ETF IWD Stock Holding History

Human Investing’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
2020
Q4 		– Sell
-1,231
Closed -$145K – 312
2020
Q3 		$145K Hold
1,231
– – 0.05% 108
2020
Q2 		$139K Buy
1,231
+1,069
+660% +$118K 0.05% 110
2020
Q1 		$16K Hold
162
– – 0.01% 205
2019
Q4 		$22K Buy
+162
New +$21.4K 0.01% 242

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Human Investing's IWD Position: Q4 2020 in Review

Human Investing sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2020, closing a stake of 1,231 shares — an estimated $145K sold.

Human Investing first reported a position in IWD in Q4 2019 and held it in 4 quarters. The position peaked at $145K in Q3 2020. 1,151 funds tracked by Wall St. Rank hold IWD as of Q4 2020.

  • Human Investing reported no remaining iShares Russell 1000 Value ETF position as of Q4 2020 after selling out during the quarter.
  • Human Investing sold 1,231 iShares Russell 1000 Value ETF shares in Q4 2020, an estimated $145K.
  • Human Investing first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 4 quarters.
  • Human Investing's iShares Russell 1000 Value ETF position peaked at $145K in Q3 2020.
  • 1,151 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2020.

Based on Human Investing's 13F filing for Q4 2020, filed 4 Feb 2021.