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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return