Sage Private Wealth Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sage Private Wealth Group’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 Q4	–	Sell	-285	Closed	-$39K	–	119
2022 Q3	$39K	Hold	285	–	–	0.05%	89
2022 Q2	$41K	Hold	285	–	–	0.06%	88
2022 Q1	$47K	Hold	285	–	–	0.05%	89
2021 Q4	$47K	Hold	285	–	–	0.06%	89
2021 Q3	$45K	Hold	285	–	–	0.06%	85
2021 Q2	$45K	Hold	285	–	–	0.06%	87
2021 Q1	$43K	Hold	285	–	–	0.07%	88
2020 Q4	$39K	Buy	+285	New	+$36.6K	0.11%	75

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Sage Private Wealth Group's IWD Position: Q4 2022 in Review

Sage Private Wealth Group sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2022, closing a stake of 285 shares — an estimated $39K sold.

Sage Private Wealth Group first reported a position in IWD in Q4 2020 and held it in 8 quarters. The position peaked at $47K in Q1 2022. 1,462 funds tracked by Wall St. Rank hold IWD as of Q4 2022.

Sage Private Wealth Group reported no remaining iShares Russell 1000 Value ETF position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 285 iShares Russell 1000 Value ETF shares in Q4 2022, an estimated $39K.
Sage Private Wealth Group first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's iShares Russell 1000 Value ETF position peaked at $47K in Q1 2022.
1,462 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.