Investors Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Investors Financial 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
2022 Q1	–	Sell	-6,926	Closed	-$1.16M	–	93
2021 Q4	$1.16M	Buy	6,926 +142	+2%	+$23.3K	0.54%	51
2021 Q3	$1.06M	Sell	6,784 -150	-2%	-$24K	0.56%	48
2021 Q2	$1.1M	Sell	6,934 -280	-4%	-$44.3K	0.59%	44
2021 Q1	$1.09M	Sell	7,214 -141	-2%	-$20.4K	0.64%	38
2020 Q4	$1.01M	Sell	7,355 -104	-1%	-$13.3K	0.66%	40
2020 Q3	$881K	Sell	7,459 -125	-2%	-$14.8K	0.66%	40
2020 Q2	$854K	Sell	7,584 -120	-2%	-$13.2K	0.7%	36
2020 Q1	$764K	Buy	7,704 +129	+2%	+$16.1K	0.77%	32
2019 Q4	$1.03M	Buy	+7,575	New	+$998K	0.84%	34

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

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Investors Financial Group's IWD Position: Q1 2022 in Review

Investors Financial Group sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2022, closing a stake of 6,926 shares — an estimated $1.16M sold.

Investors Financial Group first reported a position in IWD in Q4 2019 and held it in 9 quarters. The position peaked at $1.16M in Q4 2021. 1,379 funds tracked by Wall St. Rank hold IWD as of Q1 2022.

Investors Financial Group reported no remaining iShares Russell 1000 Value ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 6,926 iShares Russell 1000 Value ETF shares in Q1 2022, an estimated $1.16M.
Investors Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's iShares Russell 1000 Value ETF position peaked at $1.16M in Q4 2021.
1,379 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.