MPS Loria Financial Planners’s iShares Russell 1000 Value ETF IWD Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-424	Closed	-$64K	–	340
2021 Q1	$64K	Sell	424 -53	-11%	-$7.67K	0.03%	145
2020 Q4	$64K	Hold	477	–	–	0.03%	146
2020 Q3	$56K	Hold	477	–	–	0.03%	141
2020 Q2	$54K	Buy	+477	New	+$52.5K	0.03%	139
2017 Q3	–	Sell	-466	Closed	-$54K	–	211
2017 Q2	$54K	Buy	+466	New	+$53.6K	0.04%	143

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

MPS Loria Financial Planners's IWD Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2021, closing a stake of 424 shares — an estimated $64K sold.

MPS Loria Financial Planners first reported a position in IWD in Q2 2017 and held it in 5 quarters. The position peaked at $64K in Q1 2021. 1,227 funds tracked by Wall St. Rank hold IWD as of Q2 2021.

MPS Loria Financial Planners reported no remaining iShares Russell 1000 Value ETF position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 424 iShares Russell 1000 Value ETF shares in Q2 2021, an estimated $64K.
MPS Loria Financial Planners first reported a position in iShares Russell 1000 Value ETF in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's iShares Russell 1000 Value ETF position peaked at $64K in Q1 2021.
1,227 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.