Pictet Asset Management (Switzerland)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Pictet Asset Management (Switzerland)’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 Q1	–	Sell	-18,895	Closed	-$2.87M	–	2004
2022 Q4	$2.87M	Buy	18,895 +6,760	+56%	+$1.01M	﹤0.01%	865
2022 Q3	$1.65M	Sell	12,135 -4,655	-28%	-$700K	﹤0.01%	953
2022 Q2	$2.43M	Sell	16,790 -4,960	-23%	-$776K	﹤0.01%	912
2022 Q1	$3.61M	Sell	21,750 -3,055	-12%	-$502K	﹤0.01%	873
2021 Q4	$4.17M	Buy	24,805 +9,460	+62%	+$1.55M	﹤0.01%	871
2021 Q3	$2.4M	Buy	+15,345	New	+$2.46M	﹤0.01%	976

Other funds holding IWD

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

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

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

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

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

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s IWD Position: Q1 2023 in Review

Pictet Asset Management (Switzerland) sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2023, closing a stake of 18,895 shares — an estimated $2.87M sold.

Pictet Asset Management (Switzerland) first reported a position in IWD in Q3 2021 and held it in 6 quarters. The position peaked at $4.17M in Q4 2021. 1,411 funds tracked by Wall St. Rank hold IWD as of Q1 2023.

Pictet Asset Management (Switzerland) reported no remaining iShares Russell 1000 Value ETF position as of Q1 2023 after selling out during the quarter.
Pictet Asset Management (Switzerland) sold 18,895 iShares Russell 1000 Value ETF shares in Q1 2023, an estimated $2.87M.
Pictet Asset Management (Switzerland) first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and held it in 6 quarters.
Pictet Asset Management (Switzerland)'s iShares Russell 1000 Value ETF position peaked at $4.17M in Q4 2021.
1,411 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q1 2023, filed 10 May 2023.