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

Nauset 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 Q1	$186K	Buy	+1,122	New	+$184K	0.15%	60

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nauset Wealth Management's IWD Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q1 2022: 1,122 shares worth $186K. The stake represents 0.15% of the portfolio and ranks #60 among its holdings.

1,377 funds tracked by Wall St. Rank hold IWD as of Q1 2022.

Nauset Wealth Management held 1,122 shares of iShares Russell 1000 Value ETF worth $186K as of Q1 2022.
iShares Russell 1000 Value ETF was a new Nauset Wealth Management position in Q1 2022.
iShares Russell 1000 Value ETF made up 0.15% of Nauset Wealth Management's portfolio in Q1 2022, its #60 holding.
1,377 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.