Mach-1 Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mach-1 Financial Group’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 Q4	–	Sell	-184	Closed	-$24K	–	305
2022 Q3	$24K	Hold	184	–	–	0.03%	154
2022 Q2	$26K	Buy	184 +162	+736%	+$25.3K	0.02%	159
2022 Q1	$3K	Hold	22	–	–	﹤0.01%	166
2021 Q4	$3K	Buy	+22	New	+$3.6K	﹤0.01%	181
2021 Q3	–	Sell	-22	Closed	-$3K	–	76
2021 Q2	$3K	Hold	22	–	–	﹤0.01%	117
2021 Q1	$3K	Hold	22	–	–	﹤0.01%	147
2020 Q4	$3K	Buy	+22	New	+$2.82K	﹤0.01%	133

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

Mach-1 Financial Group's IWD Position: Q4 2022 in Review

Mach-1 Financial Group sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2022, closing a stake of 184 shares — an estimated $24K sold.

Mach-1 Financial Group first reported a position in IWD in Q4 2020 and held it in 7 quarters. The position peaked at $26K in Q2 2022. 1,462 funds tracked by Wall St. Rank hold IWD as of Q4 2022.

Mach-1 Financial Group reported no remaining iShares Russell 1000 Value ETF position as of Q4 2022 after selling out during the quarter.
Mach-1 Financial Group sold 184 iShares Russell 1000 Value ETF shares in Q4 2022, an estimated $24K.
Mach-1 Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and held it in 7 quarters.
Mach-1 Financial Group's iShares Russell 1000 Value ETF position peaked at $26K in Q2 2022.
1,462 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.