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

Reby 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
2020 Q4	$8.72M	Buy	+63,794	New	+$8.18M	2.28%	10

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Reby Advisors's IWD Position: Q4 2020 in Review

Reby Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q4 2020: 63,794 shares worth $8.72M. The stake represents 2.28% of the portfolio and ranks #10 among its holdings.

1,151 funds tracked by Wall St. Rank hold IWD as of Q4 2020.

Reby Advisors held 63,794 shares of iShares Russell 1000 Value ETF worth $8.72M as of Q4 2020.
iShares Russell 1000 Value ETF was a new Reby Advisors position in Q4 2020.
iShares Russell 1000 Value ETF made up 2.28% of Reby Advisors's portfolio in Q4 2020, its #10 holding.
1,151 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.