Michael Gelband’s iShares Russell 1000 Value ETF IWD Stock Holding History

Michael Gelband’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	-2,200	Closed	-$299K	–	1870
2022 Q3	$299K	Hold	2,200	–	–	﹤0.01%	1525
2022 Q2	$319K	Buy	+2,200	New	+$344K	﹤0.01%	1507
2021 Q4	–	Sell	-88,468	Closed	-$13.8M	–	2378
2021 Q3	$13.8M	Buy	88,468 +75,290	+571%	+$12.1M	0.19%	127
2021 Q2	$2.09M	Sell	13,178 -401,476	-97%	-$63.6M	0.02%	663
2021 Q1	$62.8M	Buy	414,654 +331,477	+399%	+$48M	0.92%	9
2020 Q4	$11.4M	Buy	+83,177	New	+$10.7M	0.11%	96
2020 Q3	–	Sell	-85,900	Closed	-$9.67M	–	1987
2020 Q2	$9.67M	Buy	+85,900	New	+$9.45M	0.25%	73

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Michael Gelband's IWD Position: Q4 2022 in Review

Michael Gelband sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2022, closing a stake of 2,200 shares — an estimated $299K sold.

Michael Gelband first reported a position in IWD in Q2 2020 and held it in 7 quarters. The position peaked at $62.8M in Q1 2021. 1,463 funds tracked by Wall St. Rank hold IWD as of Q4 2022.

Michael Gelband reported no remaining iShares Russell 1000 Value ETF position as of Q4 2022 after selling out during the quarter.
Michael Gelband sold 2,200 iShares Russell 1000 Value ETF shares in Q4 2022, an estimated $299K.
Michael Gelband first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and held it in 7 quarters.
Michael Gelband's iShares Russell 1000 Value ETF position peaked at $62.8M in Q1 2021.
1,463 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2022.

Based on ExodusPoint Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.