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

Resource 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
2021 Q4	$3.47M	Buy	20,648 +4	+0%	+$655	0.36%	28
2021 Q3	$3.23M	Hold	20,644	–	–	0.37%	27
2021 Q2	$3.27M	Sell	20,644 -2,065	-9%	-$327K	0.37%	26
2021 Q1	$3.44M	Hold	22,709	–	–	0.41%	26
2020 Q4	$3.1M	Sell	22,709 -2,274	-9%	-$292K	0.42%	25
2020 Q3	$2.95M	Sell	24,983 -3,233	-11%	-$383K	0.48%	26
2020 Q2	$3.18M	Sell	28,216 -30,641	-52%	-$3.37M	0.55%	25
2020 Q1	$5.84M	Sell	58,857 -34,473	-37%	-$4.3M	1.23%	12
2019 Q4	$12.7M	Sell	93,330 -4,079	-4%	-$538K	2.05%	8
2019 Q3	$12.5M	Sell	97,409 -6,501	-6%	-$826K	2.18%	8
2019 Q2	$13.2M	Buy	103,910 +2,117	+2%	+$265K	2.29%	8
2019 Q1	$12.6M	Sell	101,793 -1,720	-2%	-$207K	2.26%	8
2018 Q4	$11.5M	Buy	+103,513	New	+$12.4M	2.41%	6

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Resource Management's IWD Position: Q4 2021 in Review

Resource Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.02% in Q4 2021, buying an estimated $655 and bringing the position to 20,648 shares worth $3.47M. The position accounts for 0.36% of the portfolio, ranked #28.

Resource Management first reported a position in IWD in Q4 2018 and has held it in 13 quarters since. The position peaked at $13.2M in Q2 2019. 1,386 funds tracked by Wall St. Rank hold IWD as of Q4 2021.

Resource Management held 20,648 shares of iShares Russell 1000 Value ETF worth $3.47M as of Q4 2021.
Resource Management bought 4 iShares Russell 1000 Value ETF shares in Q4 2021, an estimated $655.
iShares Russell 1000 Value ETF made up 0.36% of Resource Management's portfolio in Q4 2021, its #28 holding.
Resource Management first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 13 quarters since.
Resource Management's iShares Russell 1000 Value ETF position peaked at $13.2M in Q2 2019.
1,386 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.