Polaris Wealth Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Polaris Wealth Advisory Group’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 Q1	–	Sell	-3,005	Closed	-$505K	–	179
2021 Q4	$505K	Buy	+3,005	New	+$492K	0.03%	126
2016 Q2	–	Sell	-2,326	Closed	-$230K	–	117
2016 Q1	$230K	Sell	2,326 -1,296	-36%	-$121K	0.04%	99
2015 Q4	$354K	Buy	+3,622	New	+$359K	0.06%	113

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Polaris Wealth Advisory Group's IWD Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2022, closing a stake of 3,005 shares — an estimated $505K sold.

Polaris Wealth Advisory Group first reported a position in IWD in Q4 2015 and held it in 3 quarters. The position peaked at $505K in Q4 2021. 1,379 funds tracked by Wall St. Rank hold IWD as of Q1 2022.

Polaris Wealth Advisory Group reported no remaining iShares Russell 1000 Value ETF position as of Q1 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 3,005 iShares Russell 1000 Value ETF shares in Q1 2022, an estimated $505K.
Polaris Wealth Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and held it in 3 quarters.
Polaris Wealth Advisory Group's iShares Russell 1000 Value ETF position peaked at $505K in Q4 2021.
1,379 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.