O'Brien Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

O'Brien Wealth Partners’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 Q2	–	Sell	-2,478	Closed	-$380K	–	67
2022 Q1	$380K	Buy	+2,478	New	+$407K	0.15%	26
2018 Q4	–	Sell	-1,357	Closed	-$172K	–	137
2018 Q3	$172K	Hold	1,357	–	–	0.11%	36
2018 Q2	$165K	Hold	1,357	–	–	0.12%	23
2018 Q1	$163K	Buy	+1,357	New	+$169K	0.11%	33

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

O'Brien Wealth Partners's IWD Position: Q2 2022 in Review

O'Brien Wealth Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2022, closing a stake of 2,478 shares — an estimated $380K sold.

O'Brien Wealth Partners first reported a position in IWD in Q1 2018 and held it in 4 quarters. The position peaked at $380K in Q1 2022. 1,347 funds tracked by Wall St. Rank hold IWD as of Q2 2022.

O'Brien Wealth Partners reported no remaining iShares Russell 1000 Value ETF position as of Q2 2022 after selling out during the quarter.
O'Brien Wealth Partners sold 2,478 iShares Russell 1000 Value ETF shares in Q2 2022, an estimated $380K.
O'Brien Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q1 2018 and held it in 4 quarters.
O'Brien Wealth Partners's iShares Russell 1000 Value ETF position peaked at $380K in Q1 2022.
1,347 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2022.

Based on O'Brien Wealth Partners's 13F filing for Q2 2022, filed 22 Jul 2022.