Index Fund Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Index Fund 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
2022 Q4	–	Sell	-1,681	Closed	-$229K	–	89
2022 Q3	$229K	Buy	1,681 +3	+0.2%	+$451	0.02%	79
2022 Q2	$243K	Buy	1,678 +6	+0.4%	+$939	0.02%	80
2022 Q1	$278K	Buy	1,672 +5	+0.3%	+$821	0.02%	80
2021 Q4	$280K	Buy	+1,667	New	+$273K	0.02%	81

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Index Fund Advisors's IWD Position: Q4 2022 in Review

Index Fund Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2022, closing a stake of 1,681 shares — an estimated $229K sold.

Index Fund Advisors first reported a position in IWD in Q4 2021 and held it in 4 quarters. The position peaked at $280K in Q4 2021. 1,462 funds tracked by Wall St. Rank hold IWD as of Q4 2022.

Index Fund Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q4 2022 after selling out during the quarter.
Index Fund Advisors sold 1,681 iShares Russell 1000 Value ETF shares in Q4 2022, an estimated $229K.
Index Fund Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 4 quarters.
Index Fund Advisors's iShares Russell 1000 Value ETF position peaked at $280K in Q4 2021.
1,462 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2022.

Based on Index Fund Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.