PSIWM
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Paradigm Strategies in Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Paradigm Strategies in Wealth Management’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 		– Sell
-607
Closed -$96K – 130
2021
Q2 		$96K Buy
607
+4
+0.7% +$633 0.09% 76
2021
Q1 		$91K Buy
+603
New +$87.2K 0.09% 73

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

Paradigm Strategies in Wealth Management's IWD Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2021, closing a stake of 607 shares — an estimated $96K sold.

Paradigm Strategies in Wealth Management first reported a position in IWD in Q1 2021 and held it in 2 quarters. The position peaked at $96K in Q2 2021. 1,227 funds tracked by Wall St. Rank hold IWD as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 607 iShares Russell 1000 Value ETF shares in Q3 2021, an estimated $96K.
  • Paradigm Strategies in Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's iShares Russell 1000 Value ETF position peaked at $96K in Q2 2021.
  • 1,227 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.