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Kelly Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Kelly Financial Services’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
-129
Closed -$17.5K – 697
2022
Q3 		$17.5K Buy
+129
New +$19.4K 0.01% 269

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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
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

Kelly Financial Services's IWD Position: Q4 2022 in Review

Kelly Financial Services sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2022, closing a stake of 129 shares — an estimated $17.5K sold.

Kelly Financial Services first reported a position in IWD in Q3 2022 and held it in 1 quarter. The position peaked at $17.5K in Q3 2022. 1,462 funds tracked by Wall St. Rank hold IWD as of Q4 2022.

  • Kelly Financial Services reported no remaining iShares Russell 1000 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Kelly Financial Services sold 129 iShares Russell 1000 Value ETF shares in Q4 2022, an estimated $17.5K.
  • Kelly Financial Services first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and held it in 1 quarter.
  • Kelly Financial Services's iShares Russell 1000 Value ETF position peaked at $17.5K in Q3 2022.
  • 1,462 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2022.

Based on Kelly Financial Services's 13F filing for Q4 2022, filed 17 Jul 2024.