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Peak Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Peak Financial Advisors’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
Q2 		– Sell
-2,284
Closed -$348K – 72
2023
Q1 		$348K Hold
2,284
– – 0.29% 40
2022
Q4 		$346K Hold
2,284
– – 0.32% 41
2022
Q3 		$311K Buy
+2,284
New +$343K 0.38% 41

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

Peak Financial Advisors's IWD Position: Q2 2023 in Review

Peak Financial Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2023, closing a stake of 2,284 shares — an estimated $348K sold.

Peak Financial Advisors first reported a position in IWD in Q3 2022 and held it in 3 quarters. The position peaked at $348K in Q1 2023. 1,423 funds tracked by Wall St. Rank hold IWD as of Q2 2023.

  • Peak Financial Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q2 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 2,284 iShares Russell 1000 Value ETF shares in Q2 2023, an estimated $348K.
  • Peak Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and held it in 3 quarters.
  • Peak Financial Advisors's iShares Russell 1000 Value ETF position peaked at $348K in Q1 2023.
  • 1,423 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2023.

Based on Peak Financial Advisors's 13F filing for Q2 2023, filed 11 Jul 2023.