Olympiad Research’s iShares Russell 1000 Value ETF IWD Stock Holding History

Olympiad Research’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 Q3	$462K	Sell	3,397 -6,187	-65%	-$930K	0.25%	96
2022 Q2	$1.39M	Sell	9,584 -4,549	-32%	-$712K	0.62%	52
2022 Q1	$2.35M	Buy	14,133 +6,921	+96%	+$1.14M	0.72%	47
2021 Q4	$1.21M	Sell	7,212 -1,966	-21%	-$322K	0.44%	69
2021 Q3	$1.44M	Sell	9,178 -6,295	-41%	-$1.01M	0.44%	82
2021 Q2	$2.45M	Buy	15,473 +11,137	+257%	+$1.76M	0.85%	46
2021 Q1	$657K	Buy	+4,336	New	+$627K	0.28%	93
2020 Q4	–	Sell	-21,205	Closed	-$2.5M	–	245
2020 Q3	$2.5M	Buy	+21,205	New	+$2.51M	1.28%	12
2020 Q2	–	Sell	-3,470	Closed	-$344K	–	347
2020 Q1	$344K	Buy	+3,470	New	+$432K	0.35%	72

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Olympiad Research's IWD Position: Q3 2022 in Review

Olympiad Research reduced its iShares Russell 1000 Value ETF (IWD) stake by 65% in Q3 2022, selling an estimated $930K and leaving 3,397 shares worth $462K. The position accounts for 0.25% of the portfolio, ranked #96.

Olympiad Research first reported a position in IWD in Q1 2020 and has held it in 9 quarters since. The position peaked at $2.5M in Q3 2020. 1,319 funds tracked by Wall St. Rank hold IWD as of Q3 2022.

Olympiad Research held 3,397 shares of iShares Russell 1000 Value ETF worth $462K as of Q3 2022.
Olympiad Research sold 6,187 iShares Russell 1000 Value ETF shares in Q3 2022, an estimated $930K.
iShares Russell 1000 Value ETF made up 0.25% of Olympiad Research's portfolio in Q3 2022, its #96 holding.
Olympiad Research first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and has held it in 9 quarters since.
Olympiad Research's iShares Russell 1000 Value ETF position peaked at $2.5M in Q3 2020.
1,319 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.