Personal Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Personal Capital 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
2022 Q4	$691K	Buy	4,557 +208	+5%	+$31.1K	﹤0.01%	264
2022 Q3	$591K	Buy	4,349 +306	+8%	+$46K	﹤0.01%	268
2022 Q2	$586K	Sell	4,043 -396	-9%	-$61.9K	﹤0.01%	266
2022 Q1	$737K	Sell	4,439 -71	-2%	-$11.7K	﹤0.01%	270
2021 Q4	$757K	Sell	4,510 -138	-3%	-$22.6K	﹤0.01%	281
2021 Q3	$727K	Buy	4,648 +129	+3%	+$20.7K	﹤0.01%	273
2021 Q2	$717K	Sell	4,519 -119	-3%	-$18.8K	﹤0.01%	273
2021 Q1	$703K	Buy	4,638 +187	+4%	+$27.1K	﹤0.01%	270
2020 Q4	$609K	Sell	4,451 -87	-2%	-$11.2K	﹤0.01%	281
2020 Q3	$536K	Buy	4,538 +130	+3%	+$15.4K	﹤0.01%	277
2020 Q2	$496K	Sell	4,408 -1,507	-25%	-$166K	﹤0.01%	255
2020 Q1	$584K	Sell	5,915 -801	-12%	-$99.8K	0.01%	247
2019 Q4	$917K	Buy	6,716 +296	+5%	+$39K	0.01%	237
2019 Q3	$823K	Buy	6,420 +1,350	+27%	+$172K	0.01%	229
2019 Q2	$645K	Sell	5,070 -647	-11%	-$81K	0.01%	230
2019 Q1	$706K	Buy	5,717 +427	+8%	+$51.3K	0.01%	221
2018 Q4	$587K	Buy	5,290 +995	+23%	+$119K	0.01%	221
2018 Q3	$544K	Buy	4,295 +1,364	+47%	+$171K	0.01%	220
2018 Q2	$356K	Sell	2,931 -688	-19%	-$83.7K	0.01%	228
2018 Q1	$434K	Sell	3,619 -228	-6%	-$28.4K	0.01%	193
2017 Q4	$478K	Sell	3,847 -831	-18%	-$101K	0.01%	189
2017 Q3	$554K	Buy	4,678 +1,636	+54%	+$191K	0.01%	177
2017 Q2	$354K	Sell	3,042 -693	-19%	-$79.8K	0.01%	191
2017 Q1	$428K	Buy	3,735 +1,775	+91%	+$204K	0.01%	165
2016 Q4	$220K	Buy	+1,960	New	+$212K	0.01%	168

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Personal Capital Advisors's IWD Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 4.8% in Q4 2022, buying an estimated $31.1K and bringing the position to 4,557 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Personal Capital Advisors first reported a position in IWD in Q4 2016 and has held it in 25 quarters since. The position peaked at $917K in Q4 2019. 1,463 funds tracked by Wall St. Rank hold IWD as of Q4 2022.

Personal Capital Advisors held 4,557 shares of iShares Russell 1000 Value ETF worth $691K as of Q4 2022.
Personal Capital Advisors bought 208 iShares Russell 1000 Value ETF shares in Q4 2022, an estimated $31.1K.
iShares Russell 1000 Value ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #264 holding.
Personal Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 25 quarters since.
Personal Capital Advisors's iShares Russell 1000 Value ETF position peaked at $917K in Q4 2019.
1,463 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.