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Leo Brokerage’s iShares Russell 1000 Value ETF IWD Stock Holding History

Leo Brokerage’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
Q2 		$281K Buy
1,783
+5
+0.3% +$764 0.03% 246
2023
Q1 		$271K Buy
+1,778
New +$275K 0.04% 241
2022
Q2 		– Sell
-2,204
Closed -$365K – 215
2022
Q1 		$365K Buy
+2,204
New +$362K 0.06% 172

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Leo Brokerage's IWD Position: Q2 2023 in Review

Leo Brokerage increased its iShares Russell 1000 Value ETF (IWD) stake by 0.28% in Q2 2023, buying an estimated $764 and bringing the position to 1,783 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #246.

Leo Brokerage first reported a position in IWD in Q1 2022 and has held it in 3 quarters since. The position peaked at $365K in Q1 2022. 1,424 funds tracked by Wall St. Rank hold IWD as of Q2 2023.

  • Leo Brokerage held 1,783 shares of iShares Russell 1000 Value ETF worth $281K as of Q2 2023.
  • Leo Brokerage bought 5 iShares Russell 1000 Value ETF shares in Q2 2023, an estimated $764.
  • iShares Russell 1000 Value ETF made up 0.03% of Leo Brokerage's portfolio in Q2 2023, its #246 holding.
  • Leo Brokerage first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 3 quarters since.
  • Leo Brokerage's iShares Russell 1000 Value ETF position peaked at $365K in Q1 2022.
  • 1,424 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.