Pacific Center for Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Pacific Center for Financial Services’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
2023 Q4	–	Sell	-13	Closed	-$1.97K	–	398
2023 Q3	$1.97K	Hold	13	–	–	﹤0.01%	360
2023 Q2	$2.05K	Hold	13	–	–	﹤0.01%	354
2023 Q1	$1.98K	Buy	+13	New	+$2.01K	﹤0.01%	351
2022 Q3	$2K	Hold	13	–	–	﹤0.01%	361
2022 Q2	$2K	Hold	13	–	–	﹤0.01%	357
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	345
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	352
2021 Q3	$2K	Hold	13	–	–	﹤0.01%	364
2021 Q2	$2K	Hold	13	–	–	﹤0.01%	323
2021 Q1	$2K	Buy	+13	New	+$1.88K	﹤0.01%	313

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Pacific Center for Financial Services's IWD Position: Q4 2023 in Review

Pacific Center for Financial Services sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2023, closing a stake of 13 shares — an estimated $1.97K sold.

Pacific Center for Financial Services first reported a position in IWD in Q1 2021 and held it in 10 quarters. The position peaked at $2.05K in Q2 2023. 1,559 funds tracked by Wall St. Rank hold IWD as of Q4 2023.

Pacific Center for Financial Services reported no remaining iShares Russell 1000 Value ETF position as of Q4 2023 after selling out during the quarter.
Pacific Center for Financial Services sold 13 iShares Russell 1000 Value ETF shares in Q4 2023, an estimated $1.97K.
Pacific Center for Financial Services first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and held it in 10 quarters.
Pacific Center for Financial Services's iShares Russell 1000 Value ETF position peaked at $2.05K in Q2 2023.
1,559 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2023.

Based on Pacific Center for Financial Services's 13F filing for Q4 2023, filed 20 Feb 2024.