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Planning Center Inc’s iShares Russell 1000 Value ETF IWD Stock Holding History

Planning Center Inc’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
-1,463
Closed -$222K – 70
2022
Q4 		$222K Hold
1,463
– – 0.07% 63
2022
Q3 		$201K Hold
1,463
– – 0.16% 43
2022
Q2 		$213K Hold
1,463
– – 0.17% 46
2022
Q1 		$243K Hold
1,463
– – 0.7% 38
2021
Q4 		$244K Buy
+1,463
New +$240K 0.19% 43

Other funds holding IWD

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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Planning Center Inc's IWD Position: Q1 2023 in Review

Planning Center Inc sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2023, closing a stake of 1,463 shares — an estimated $222K sold.

Planning Center Inc first reported a position in IWD in Q4 2021 and held it in 5 quarters. The position peaked at $244K in Q4 2021. 1,410 funds tracked by Wall St. Rank hold IWD as of Q1 2023.

  • Planning Center Inc reported no remaining iShares Russell 1000 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Planning Center Inc sold 1,463 iShares Russell 1000 Value ETF shares in Q1 2023, an estimated $222K.
  • Planning Center Inc first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 5 quarters.
  • Planning Center Inc's iShares Russell 1000 Value ETF position peaked at $244K in Q4 2021.
  • 1,410 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2023.

Based on Planning Center Inc's 13F filing for Q1 2023, filed 17 Apr 2023.