Laurel Wealth Planning’s iShares Russell 1000 Value ETF IWD Stock Holding History

Laurel Wealth Planning’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
2023 Q1	–	Sell	-215	Closed	-$32.6K	–	126
2022 Q4	$32.6K	Hold	215	–	–	0.02%	115
2022 Q3	$29K	Hold	215	–	–	0.02%	115
2022 Q2	$31K	Sell	215 -19	-8%	-$2.97K	0.02%	122
2022 Q1	$39K	Buy	234 +19	+9%	+$3.12K	0.03%	129
2021 Q4	$36K	Hold	215	–	–	0.03%	96
2021 Q3	$34K	Buy	+215	New	+$34.5K	0.03%	95

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Laurel Wealth Planning's IWD Position: Q1 2023 in Review

Laurel Wealth Planning sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2023, closing a stake of 215 shares — an estimated $32.6K sold.

Laurel Wealth Planning first reported a position in IWD in Q3 2021 and held it in 6 quarters. The position peaked at $39K in Q1 2022. 1,410 funds tracked by Wall St. Rank hold IWD as of Q1 2023.

Laurel Wealth Planning reported no remaining iShares Russell 1000 Value ETF position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 215 iShares Russell 1000 Value ETF shares in Q1 2023, an estimated $32.6K.
Laurel Wealth Planning first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and held it in 6 quarters.
Laurel Wealth Planning's iShares Russell 1000 Value ETF position peaked at $39K in Q1 2022.
1,410 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.