Regency Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Regency Capital 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	-177	Closed	-$30K	–	123
2021 Q4	$30K	Hold	177	–	–	0.02%	89
2021 Q3	$28K	Hold	177	–	–	0.02%	96
2021 Q2	$28K	Hold	177	–	–	0.02%	88
2021 Q1	$27K	Buy	+177	New	+$25.6K	0.03%	103

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Regency Capital Management's IWD Position: Q1 2022 in Review

Regency Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2022, closing a stake of 177 shares — an estimated $30K sold.

Regency Capital Management first reported a position in IWD in Q1 2021 and held it in 4 quarters. The position peaked at $30K in Q4 2021. 1,379 funds tracked by Wall St. Rank hold IWD as of Q1 2022.

Regency Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2022 after selling out during the quarter.
Regency Capital Management sold 177 iShares Russell 1000 Value ETF shares in Q1 2022, an estimated $30K.
Regency Capital Management first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and held it in 4 quarters.
Regency Capital Management's iShares Russell 1000 Value ETF position peaked at $30K in Q4 2021.
1,379 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2022.

Based on Regency Capital Management's 13F filing for Q1 2022, filed 5 May 2022.