MA
IWD icon

Momentum Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Momentum Advisors’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 		$208K Buy
+1,370
New +$205K 0.21% 79
2022
Q3 		– Sell
-1,400
Closed -$203K – 76
2022
Q2 		$203K Buy
+1,400
New +$219K 0.23% 59

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Momentum Advisors's IWD Position: Q4 2022 in Review

Momentum Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q4 2022: 1,370 shares worth $208K. The stake represents 0.21% of the portfolio and ranks #79 among its holdings. This is a return to the name: Momentum Advisors previously reported a position in IWD as recently as Q2 2022.

Momentum Advisors first reported a position in IWD in Q2 2022 and has held it in 2 quarters since. 1,462 funds tracked by Wall St. Rank hold IWD as of Q4 2022.

  • Momentum Advisors held 1,370 shares of iShares Russell 1000 Value ETF worth $208K as of Q4 2022.
  • iShares Russell 1000 Value ETF was a new Momentum Advisors position in Q4 2022.
  • iShares Russell 1000 Value ETF made up 0.21% of Momentum Advisors's portfolio in Q4 2022, its #79 holding.
  • Momentum Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 2 quarters since.
  • 1,462 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.