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

Legacy 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
2022 Q3	$705K	Sell	5,182 -996	-16%	-$150K	1.17%	20
2022 Q2	$896K	Hold	6,178	–	–	1.28%	20
2022 Q1	$1.02M	Buy	6,178 +45	+0.7%	+$7.39K	1.21%	16
2021 Q4	$1.03M	Sell	6,133 -445	-7%	-$72.9K	1.17%	18
2021 Q3	$1.03M	Sell	6,578 -181	-3%	-$29K	1.15%	21
2021 Q2	$1.07M	Sell	6,759 -116	-2%	-$18.4K	1.22%	22
2021 Q1	$1.04M	Sell	6,875 -1,172	-15%	-$170K	1.33%	20
2020 Q4	$1.1M	Hold	8,047	–	–	1.41%	19
2020 Q3	$951K	Sell	8,047 -1,130	-12%	-$134K	1.09%	24
2020 Q2	$1.03M	Sell	9,177 -408	-4%	-$44.9K	1.23%	19
2020 Q1	$951K	Sell	9,585 -574	-6%	-$71.5K	1.52%	14
2019 Q4	$1.39M	Buy	+10,159	New	+$1.34M	1.57%	13

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

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Legacy Wealth Planning's IWD Position: Q3 2022 in Review

Legacy Wealth Planning reduced its iShares Russell 1000 Value ETF (IWD) stake by 16% in Q3 2022, selling an estimated $150K and leaving 5,182 shares worth $705K. The position accounts for 1.17% of the portfolio, ranked #20.

Legacy Wealth Planning first reported a position in IWD in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.39M in Q4 2019. 1,320 funds tracked by Wall St. Rank hold IWD as of Q3 2022.

Legacy Wealth Planning held 5,182 shares of iShares Russell 1000 Value ETF worth $705K as of Q3 2022.
Legacy Wealth Planning sold 996 iShares Russell 1000 Value ETF shares in Q3 2022, an estimated $150K.
iShares Russell 1000 Value ETF made up 1.17% of Legacy Wealth Planning's portfolio in Q3 2022, its #20 holding.
Legacy Wealth Planning first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's iShares Russell 1000 Value ETF position peaked at $1.39M in Q4 2019.
1,320 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.