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Johanson Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Johanson Financial 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
2021
Q4 		$1.14M Buy
6,813
+29
+0.4% +$4.75K 0.35% 58
2021
Q3 		$1.06M Buy
6,784
+35
+0.5% +$5.61K 0.37% 59
2021
Q2 		$1.07M Sell
6,749
-261
-4% -$41.3K 0.36% 59
2021
Q1 		$1.09M Buy
7,010
+29
+0.4% +$4.2K 0.4% 53
2020
Q4 		$955K Buy
6,981
+428
+7% +$54.9K 0.39% 53
2020
Q3 		$791K Buy
6,553
+40
+0.6% +$4.74K 0.35% 58
2020
Q2 		$733K Buy
6,513
+589
+10% +$64.8K 0.37% 54
2020
Q1 		$587K Sell
5,924
-871,635
-99% -$109M 0.34% 56
2019
Q4 		$6.43M Buy
877,559
+871,222
+13,748% +$115M 0.31% 53
2019
Q3 		$814K Buy
6,337
+275
+5% +$34.9K 0.42% 51
2019
Q2 		$771K Buy
6,062
+37
+0.6% +$4.63K 0.41% 54
2019
Q1 		$744K Buy
6,025
+271
+5% +$32.6K 0.42% 53
2018
Q4 		$639K Buy
5,754
+70
+1% +$8.39K 0.43% 52
2018
Q3 		$720K Sell
5,684
-157
-3% -$19.7K 0.42% 53
2018
Q2 		$709K Buy
5,841
+34
+0.6% +$4.13K 0.45% 50
2018
Q1 		$697K Buy
5,807
+79
+1% +$9.85K 0.46% 47
2017
Q4 		$712K Sell
5,728
-129
-2% -$15.6K 0.47% 48
2017
Q3 		$694K Buy
5,857
+465
+9% +$54.2K 0.51% 47
2017
Q2 		$629K Sell
5,392
-13
-0.2% -$1.5K 0.51% 46
2017
Q1 		$621K Buy
+5,405
New +$620K 0.55% 43
2016
Q4 		– Sell
-5,451
Closed -$577K – 35
2016
Q3 		$577K Buy
5,451
+32
+0.6% +$3.37K 0.62% 39
2016
Q2 		$559K Sell
5,419
-410
-7% -$41.4K 0.66% 40
2016
Q1 		$576K Sell
5,829
-189
-3% -$17.7K 0.71% 37
2015
Q4 		$589K Buy
+6,018
New +$597K 0.77% 35

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Johanson Financial Advisors's IWD Position: Q4 2021 in Review

Johanson Financial Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.43% in Q4 2021, buying an estimated $4.75K and bringing the position to 6,813 shares worth $1.14M. The position accounts for 0.35% of the portfolio, ranked #58.

Johanson Financial Advisors first reported a position in IWD in Q4 2015 and has held it in 24 quarters since. The position peaked at $6.43M in Q4 2019. 1,386 funds tracked by Wall St. Rank hold IWD as of Q4 2021.

  • Johanson Financial Advisors held 6,813 shares of iShares Russell 1000 Value ETF worth $1.14M as of Q4 2021.
  • Johanson Financial Advisors bought 29 iShares Russell 1000 Value ETF shares in Q4 2021, an estimated $4.75K.
  • iShares Russell 1000 Value ETF made up 0.35% of Johanson Financial Advisors's portfolio in Q4 2021, its #58 holding.
  • Johanson Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 24 quarters since.
  • Johanson Financial Advisors's iShares Russell 1000 Value ETF position peaked at $6.43M in Q4 2019.
  • 1,386 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.