Mine & Arao Wealth Creation & Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mine & Arao Wealth Creation & Management’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 Q3	–	Sell	-1,680	Closed	-$265K	–	328
2023 Q2	$265K	Sell	1,680 -2	-0.1%	-$306	0.16%	60
2023 Q1	$256K	Hold	1,682	–	–	0.16%	62
2022 Q4	$255K	Buy	1,682 +4	+0.2%	+$599	0.19%	59
2022 Q3	$228K	Hold	1,678	–	–	0.17%	63
2022 Q2	$243K	Buy	1,678 +8	+0.5%	+$1.25K	0.17%	62
2022 Q1	$277K	Hold	1,670	–	–	0.16%	62
2021 Q4	$280K	Hold	1,670	–	–	0.15%	61
2021 Q3	$261K	Hold	1,670	–	–	0.16%	63
2021 Q2	$265K	Hold	1,670	–	–	0.16%	63
2021 Q1	$253K	Buy	+1,670	New	+$242K	0.17%	61

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

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

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

Mine & Arao Wealth Creation & Management's IWD Position: Q3 2023 in Review

Mine & Arao Wealth Creation & Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2023, closing a stake of 1,680 shares — an estimated $265K sold.

Mine & Arao Wealth Creation & Management first reported a position in IWD in Q1 2021 and held it in 10 quarters. The position peaked at $280K in Q4 2021. 1,441 funds tracked by Wall St. Rank hold IWD as of Q3 2023.

Mine & Arao Wealth Creation & Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2023 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 1,680 iShares Russell 1000 Value ETF shares in Q3 2023, an estimated $265K.
Mine & Arao Wealth Creation & Management first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and held it in 10 quarters.
Mine & Arao Wealth Creation & Management's iShares Russell 1000 Value ETF position peaked at $280K in Q4 2021.
1,441 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2023.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q3 2023, filed 16 Nov 2023.