IAM Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

IAM Advisory’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 Q3	–	Sell	-1,826	Closed	-$290K	–	90
2021 Q2	$290K	Buy	+1,826	New	+$289K	0.04%	35

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

IAM Advisory's IWD Position: Q3 2021 in Review

IAM Advisory sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2021, closing a stake of 1,826 shares — an estimated $290K sold.

IAM Advisory first reported a position in IWD in Q2 2021 and held it in 1 quarter. The position peaked at $290K in Q2 2021. 1,228 funds tracked by Wall St. Rank hold IWD as of Q3 2021.

IAM Advisory reported no remaining iShares Russell 1000 Value ETF position as of Q3 2021 after selling out during the quarter.
IAM Advisory sold 1,826 iShares Russell 1000 Value ETF shares in Q3 2021, an estimated $290K.
IAM Advisory first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and held it in 1 quarter.
IAM Advisory's iShares Russell 1000 Value ETF position peaked at $290K in Q2 2021.
1,228 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.