Lumature Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lumature Wealth Partners’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	$41K	Hold	260	–	–	0.02%	232
2023 Q1	$39.6K	Hold	260	–	–	0.02%	229
2022 Q4	$39.4K	Buy	+260	New	+$38.9K	0.02%	233
2021 Q4	–	Sell	-296	Closed	-$46K	–	404
2021 Q3	$46K	Hold	296	–	–	0.02%	236
2021 Q2	$47K	Buy	296 +1	+0.3%	+$158	0.02%	236
2021 Q1	$45K	Hold	295	–	–	0.02%	236
2020 Q4	$40K	Buy	+295	New	+$37.8K	0.04%	154

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 $424B AUM 22.96% 1-Year Est. Return

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

Lumature Wealth Partners's IWD Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2023 at 260 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #232.

Lumature Wealth Partners first reported a position in IWD in Q4 2020 and has held it in 7 quarters since. The position peaked at $47K in Q2 2021. 1,424 funds tracked by Wall St. Rank hold IWD as of Q2 2023.

Lumature Wealth Partners held 260 shares of iShares Russell 1000 Value ETF worth $41K as of Q2 2023.
Lumature Wealth Partners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2023.
iShares Russell 1000 Value ETF made up 0.02% of Lumature Wealth Partners's portfolio in Q2 2023, its #232 holding.
Lumature Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 7 quarters since.
Lumature Wealth Partners's iShares Russell 1000 Value ETF position peaked at $47K in Q2 2021.
1,424 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.