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Rinet Company’s iShares Russell 1000 Value ETF IWD Stock Holding History

Rinet Company’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
Q3 		$1.7M Buy
10,888
+336
+3% +$53.9K 0.32% 30
2021
Q2 		$1.67M Buy
10,552
+11
+0.1% +$1.74K 0.31% 29
2021
Q1 		$1.6M Buy
10,541
+1,407
+15% +$204K 0.33% 29
2020
Q4 		$1.25M Sell
9,134
-252
-3% -$32.3K 0.35% 17
2020
Q3 		$1.11M Sell
9,386
-275
-3% -$32.6K 0.36% 17
2020
Q2 		$1.09M Sell
9,661
-1,308
-12% -$144K 0.38% 17
2020
Q1 		$1.09M Sell
10,969
-33
-0.3% -$4.11K 0.41% 16
2019
Q4 		$1.5M Sell
11,002
-1,110
-9% -$146K 0.41% 14
2019
Q3 		$1.55M Buy
12,112
+8
+0.1% +$1.02K 0.48% 13
2019
Q2 		$1.54M Buy
12,104
+78
+0.6% +$9.76K 0.47% 13
2019
Q1 		$1.49M Buy
12,026
+6
+0% +$721 0.47% 13
2018
Q4 		$1.33M Buy
12,020
+1,458
+14% +$175K 0.48% 14
2018
Q3 		$1.34M Buy
10,562
+10
+0.1% +$1.26K 0.49% 14
2018
Q2 		$1.28M Hold
10,552
– – 0.49% 14
2018
Q1 		$1.27M Sell
10,552
-705
-6% -$87.9K 0.5% 13
2017
Q4 		$1.4M Buy
11,257
+1,629
+17% +$197K 0.56% 13
2017
Q3 		$1.14M Buy
9,628
+19
+0.2% +$2.21K 0.46% 15
2017
Q2 		$1.12M Sell
9,609
-180
-2% -$20.7K 0.48% 15
2017
Q1 		$1.13M Buy
9,789
+1,027
+12% +$118K 0.51% 15
2016
Q4 		$982K Buy
8,762
+12
+0.1% +$1.3K 0.72% 12
2016
Q3 		$924K Buy
8,750
+17
+0.2% +$1.79K 0.72% 13
2016
Q2 		$902K Hold
8,733
– – 0.72% 13
2016
Q1 		$863K Buy
8,733
+9
+0.1% +$843 0.67% 13
2015
Q4 		$854K Buy
8,724
+17
+0.2% +$1.69K 0.59% 13
2015
Q3 		$812K Buy
8,707
+565
+7% +$56.1K 0.69% 12
2015
Q2 		$840K Buy
+8,142
New +$854K 0.71% 12

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rinet Company's IWD Position: Q3 2021 in Review

Rinet Company increased its iShares Russell 1000 Value ETF (IWD) stake by 3.2% in Q3 2021, buying an estimated $53.9K and bringing the position to 10,888 shares worth $1.7M. The position accounts for 0.32% of the portfolio, ranked #30.

Rinet Company first reported a position in IWD in Q2 2015 and has held it in 26 quarters since. 1,227 funds tracked by Wall St. Rank hold IWD as of Q3 2021.

  • Rinet Company held 10,888 shares of iShares Russell 1000 Value ETF worth $1.7M as of Q3 2021.
  • Rinet Company bought 336 iShares Russell 1000 Value ETF shares in Q3 2021, an estimated $53.9K.
  • iShares Russell 1000 Value ETF made up 0.32% of Rinet Company's portfolio in Q3 2021, its #30 holding.
  • Rinet Company first reported a position in iShares Russell 1000 Value ETF in Q2 2015 and has held it in 26 quarters since.
  • 1,227 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.