Minot Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Minot Wealth 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
2022 Q2	$1.2M	Hold	8,276	–	–	0.31%	64
2022 Q1	$1.37M	Buy	8,276 +579	+8%	+$95.1K	0.3%	66
2021 Q4	$1.29M	Buy	7,697 +155	+2%	+$25.4K	0.25%	77
2021 Q3	$1.18M	Sell	7,542 -532	-7%	-$85.3K	0.26%	77
2021 Q2	$1.28M	Buy	8,074 +250	+3%	+$39.6K	0.28%	77
2021 Q1	$1.19M	Hold	7,824	–	–	0.3%	80
2020 Q4	$1.07M	Hold	7,824	–	–	0.32%	76
2020 Q3	$924K	Buy	7,824 +3,274	+72%	+$388K	0.35%	73
2020 Q2	$512K	Sell	4,550 -1,617	-26%	-$178K	0.26%	82
2020 Q1	$612K	Sell	6,167 -13,500	-69%	-$1.68M	0.44%	64
2019 Q4	$2.71M	Buy	+19,667	New	+$2.59M	1.24%	22

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Minot Wealth Management's IWD Position: Q2 2022 in Review

Minot Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2022 at 8,276 shares worth $1.2M. The position accounts for 0.31% of the portfolio, ranked #64.

Minot Wealth Management first reported a position in IWD in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.71M in Q4 2019. 1,347 funds tracked by Wall St. Rank hold IWD as of Q2 2022.

Minot Wealth Management held 8,276 shares of iShares Russell 1000 Value ETF worth $1.2M as of Q2 2022.
Minot Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2022.
iShares Russell 1000 Value ETF made up 0.31% of Minot Wealth Management's portfolio in Q2 2022, its #64 holding.
Minot Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's iShares Russell 1000 Value ETF position peaked at $2.71M in Q4 2019.
1,347 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.