MSU
IWD icon

Mizuho Securities USA’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mizuho Securities USA’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
2021
Q4 		– Sell
-43,000
Closed -$6.73M – 199
2021
Q3 		$6.73M Buy
+43,000
New +$6.89M 0.69% 29
2017
Q2 		– Sell
-133,800
Closed -$15.6M – 184
2017
Q1 		$15.6M Buy
+133,800
New +$15.3M 0.85% 8

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mizuho Securities USA's IWD Position: Q4 2021 in Review

Mizuho Securities USA sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2021, closing a stake of 43,000 shares — an estimated $6.73M sold.

Mizuho Securities USA first reported a position in IWD in Q1 2017 and held it in 2 quarters. The position peaked at $15.6M in Q1 2017. 1,386 funds tracked by Wall St. Rank hold IWD as of Q4 2021.

  • Mizuho Securities USA reported no remaining iShares Russell 1000 Value ETF position as of Q4 2021 after selling out during the quarter.
  • Mizuho Securities USA sold 43,000 iShares Russell 1000 Value ETF shares in Q4 2021, an estimated $6.73M.
  • Mizuho Securities USA first reported a position in iShares Russell 1000 Value ETF in Q1 2017 and held it in 2 quarters.
  • Mizuho Securities USA's iShares Russell 1000 Value ETF position peaked at $15.6M in Q1 2017.
  • 1,386 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2021.

Based on Mizuho Securities USA's 13F filing for Q4 2021, filed 28 Jan 2022.