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New England Investment & Retirement Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

New England Investment & Retirement Group’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
Q3 		$630K Buy
4,026
+20
+0.5% +$3.21K 0.15% 65
2021
Q2 		$635K Buy
4,006
+15
+0.4% +$2.38K 0.14% 67
2021
Q1 		$605K Buy
3,991
+16
+0.4% +$2.31K 0.15% 64
2020
Q4 		$544K Buy
+3,975
New +$510K 0.13% 60

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
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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

New England Investment & Retirement Group's IWD Position: Q3 2021 in Review

New England Investment & Retirement Group increased its iShares Russell 1000 Value ETF (IWD) stake by 0.5% in Q3 2021, buying an estimated $3.21K and bringing the position to 4,026 shares worth $630K. The position accounts for 0.15% of the portfolio, ranked #65.

New England Investment & Retirement Group first reported a position in IWD in Q4 2020 and has held it in 4 quarters since. The position peaked at $635K in Q2 2021. 1,227 funds tracked by Wall St. Rank hold IWD as of Q3 2021.

  • New England Investment & Retirement Group held 4,026 shares of iShares Russell 1000 Value ETF worth $630K as of Q3 2021.
  • New England Investment & Retirement Group bought 20 iShares Russell 1000 Value ETF shares in Q3 2021, an estimated $3.21K.
  • iShares Russell 1000 Value ETF made up 0.15% of New England Investment & Retirement Group's portfolio in Q3 2021, its #65 holding.
  • New England Investment & Retirement Group first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 4 quarters since.
  • New England Investment & Retirement Group's iShares Russell 1000 Value ETF position peaked at $635K in Q2 2021.
  • 1,227 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.