RBC
IWD icon

Romano Brothers & Co’s iShares Russell 1000 Value ETF IWD Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-292
Closed -$44.3K – 624
2022
Q4 		$44.3K Buy
+292
New +$43.7K 0.01% 491

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Romano Brothers & Co's IWD Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2023, closing a stake of 292 shares — an estimated $44.3K sold.

Romano Brothers & Co first reported a position in IWD in Q4 2022 and held it in 1 quarter. The position peaked at $44.3K in Q4 2022. 1,410 funds tracked by Wall St. Rank hold IWD as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares Russell 1000 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 292 iShares Russell 1000 Value ETF shares in Q1 2023, an estimated $44.3K.
  • Romano Brothers & Co first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares Russell 1000 Value ETF position peaked at $44.3K in Q4 2022.
  • 1,410 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.