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Punch & Associates Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Punch & Associates Investment Management’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
-12
Closed -$2K – 247
2021
Q4 		$2K Hold
12
– – ﹤0.01% 246
2021
Q3 		$2K Buy
+12
New +$1.92K ﹤0.01% 241

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Punch & Associates Investment Management's IWD Position: Q1 2022 in Review

Punch & Associates Investment Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2022, closing a stake of 12 shares — an estimated $2K sold.

Punch & Associates Investment Management first reported a position in IWD in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 1,379 funds tracked by Wall St. Rank hold IWD as of Q1 2022.

  • Punch & Associates Investment Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Punch & Associates Investment Management sold 12 iShares Russell 1000 Value ETF shares in Q1 2022, an estimated $2K.
  • Punch & Associates Investment Management first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and held it in 2 quarters.
  • Punch & Associates Investment Management's iShares Russell 1000 Value ETF position peaked at $2K in Q4 2021.
  • 1,379 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2022.

Based on Punch & Associates Investment Management's 13F filing for Q1 2022, filed 16 May 2022.