Mission Creek Capital Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mission Creek Capital 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	–	Sell	-1,764	Closed	-$269K	–	232
2023 Q1	$269K	Hold	1,764	–	–	0.09%	189
2022 Q4	$267K	Hold	1,764	–	–	0.1%	192
2022 Q3	$240K	Sell	1,764 -123	-7%	-$18.5K	0.09%	185
2022 Q2	$274K	Hold	1,887	–	–	0.09%	191
2022 Q1	$313K	Buy	1,887 +1	+0.1%	+$164	0.08%	196
2021 Q4	$317K	Buy	1,886 +1	+0.1%	+$164	0.06%	207
2021 Q3	$295K	Hold	1,885	–	–	0.06%	215
2021 Q2	$299K	Sell	1,885 -60	-3%	-$9.5K	0.05%	201
2021 Q1	$295K	Buy	1,945 +1	+0.1%	+$145	0.04%	197
2020 Q4	$266K	Buy	1,944 +110	+6%	+$14.1K	0.08%	187
2020 Q3	$217K	Hold	1,834	–	–	0.09%	191
2020 Q2	$207K	Buy	+1,834	New	+$202K	0.11%	165

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 $374B AUM 17.66% 1-Year Est. Return

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

Mission Creek Capital Partners's IWD Position: Q2 2023 in Review

Mission Creek Capital Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2023, closing a stake of 1,764 shares — an estimated $269K sold.

Mission Creek Capital Partners first reported a position in IWD in Q2 2020 and held it in 12 quarters. The position peaked at $317K in Q4 2021. 1,423 funds tracked by Wall St. Rank hold IWD as of Q2 2023.

Mission Creek Capital Partners reported no remaining iShares Russell 1000 Value ETF position as of Q2 2023 after selling out during the quarter.
Mission Creek Capital Partners sold 1,764 iShares Russell 1000 Value ETF shares in Q2 2023, an estimated $269K.
Mission Creek Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and held it in 12 quarters.
Mission Creek Capital Partners's iShares Russell 1000 Value ETF position peaked at $317K in Q4 2021.
1,423 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2023.

Based on Mission Creek Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.