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Investment Research & Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Investment Research & Advisory Group’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
-681
Closed -$80K – 153
2020
Q3 		$80K Hold
681
– – 0.07% 84
2020
Q2 		$76K Hold
681
– – 0.07% 80
2020
Q1 		$68K Sell
681
-66
-9% -$8.23K 0.06% 79
2019
Q4 		$102K Buy
+747
New +$98.5K 0.09% 70

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

Investment Research & Advisory Group's IWD Position: Q4 2020 in Review

Investment Research & Advisory Group sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2020, closing a stake of 681 shares — an estimated $80K sold.

Investment Research & Advisory Group first reported a position in IWD in Q4 2019 and held it in 4 quarters. The position peaked at $102K in Q4 2019. 1,151 funds tracked by Wall St. Rank hold IWD as of Q4 2020.

  • Investment Research & Advisory Group reported no remaining iShares Russell 1000 Value ETF position as of Q4 2020 after selling out during the quarter.
  • Investment Research & Advisory Group sold 681 iShares Russell 1000 Value ETF shares in Q4 2020, an estimated $80K.
  • Investment Research & Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 4 quarters.
  • Investment Research & Advisory Group's iShares Russell 1000 Value ETF position peaked at $102K in Q4 2019.
  • 1,151 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2020.

Based on Investment Research & Advisory Group's 13F filing for Q4 2020, filed 16 Feb 2021.