Richard Pzena’s iShares Russell 1000 Value ETF IWD Stock Holding History

Richard Pzena’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 Q1	–	Sell	-9,630	Closed	-$1.32M	–	176
2020 Q4	$1.32M	Hold	9,630	–	–	0.01%	140
2020 Q3	$1.14M	Hold	9,630	–	–	0.01%	139
2020 Q2	$1.08M	Buy	+9,630	New	+$1.06M	0.01%	142

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 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Richard Pzena's IWD Position: Q1 2021 in Review

Richard Pzena sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2021, closing a stake of 9,630 shares — an estimated $1.32M sold.

Richard Pzena first reported a position in IWD in Q2 2020 and held it in 3 quarters. The position peaked at $1.32M in Q4 2020. 1,195 funds tracked by Wall St. Rank hold IWD as of Q1 2021.

Richard Pzena reported no remaining iShares Russell 1000 Value ETF position as of Q1 2021 after selling out during the quarter.
Richard Pzena sold 9,630 iShares Russell 1000 Value ETF shares in Q1 2021, an estimated $1.32M.
Richard Pzena first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and held it in 3 quarters.
Richard Pzena's iShares Russell 1000 Value ETF position peaked at $1.32M in Q4 2020.
1,195 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2021.

Based on Pzena Investment Management's 13F filing for Q1 2021, filed 7 May 2021.