Landsberg Bennett & Dubbaneh’s iShares Russell 1000 Value ETF IWD Stock Holding History

Landsberg Bennett & Dubbaneh’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 Q3	$649K	Buy	+4,094	New	+$656K	0.08%	157

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's IWD Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2021: 4,094 shares worth $649K. The stake represents 0.08% of the portfolio and ranks #157 among its holdings.

1,227 funds tracked by Wall St. Rank hold IWD as of Q3 2021.

Landsberg Bennett & Dubbaneh held 4,094 shares of iShares Russell 1000 Value ETF worth $649K as of Q3 2021.
iShares Russell 1000 Value ETF was a new Landsberg Bennett & Dubbaneh position in Q3 2021.
iShares Russell 1000 Value ETF made up 0.08% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #157 holding.
1,227 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.