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Sargent Bickham Lagudis’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sargent Bickham Lagudis’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 		$2.38M Buy
15,712
+13,296
+550% +$1.99M 0.2% 96
2022
Q3 		$329K Sell
2,416
-16,838
-87% -$2.53M 0.03% 202
2022
Q2 		$2.79M Buy
19,254
+7
+0% +$1.09K 0.24% 95
2022
Q1 		$3.19M Buy
19,247
+16,699
+655% +$2.74M 0.25% 83
2021
Q4 		$428K Buy
2,548
+166
+7% +$27.2K 0.03% 185
2021
Q3 		$373K Buy
2,382
+8
+0.3% +$1.28K 0.03% 190
2021
Q2 		$377K Buy
2,374
+6
+0.3% +$950 0.03% 195
2021
Q1 		$359K Buy
2,368
+6
+0.3% +$868 0.03% 185
2020
Q4 		$323K Buy
2,362
+7
+0.3% +$898 0.03% 190
2020
Q3 		$278K Buy
2,355
+10
+0.4% +$1.19K 0.03% 183
2020
Q2 		$264K Buy
2,345
+9
+0.4% +$990 0.03% 180
2020
Q1 		$232K Sell
2,336
-23
-1% -$2.87K 0.03% 189
2019
Q4 		$322K Buy
2,359
+13
+0.6% +$1.71K 0.04% 170
2019
Q3 		$301K Sell
2,346
-22
-0.9% -$2.8K 0.04% 162
2019
Q2 		$301K Sell
2,368
-46
-2% -$5.76K 0.04% 175
2019
Q1 		$298K Buy
2,414
+8
+0.3% +$961 0.03% 184
2018
Q4 		$267K Buy
2,406
+20
+0.8% +$2.4K 0.03% 177
2018
Q3 		$302K Buy
2,386
+8
+0.3% +$1K 0.04% 174
2018
Q2 		$289K Sell
2,378
-212
-8% -$25.8K 0.04% 169
2018
Q1 		$311K Buy
2,590
+9
+0.3% +$1.12K 0.04% 164
2017
Q4 		$321K Buy
2,581
+7
+0.3% +$848 0.04% 168
2017
Q3 		$305K Buy
2,574
+17
+0.7% +$1.98K 0.04% 173
2017
Q2 		$298K Hold
2,557
– – 0.04% 170
2017
Q1 		$294K Buy
2,557
+1,544
+152% +$177K 0.04% 173
2016
Q4 		$113K Buy
1,013
+212
+26% +$22.9K 0.02% 247
2016
Q3 		$85K Sell
801
-214
-21% -$22.6K 0.01% 282
2016
Q2 		$105K Sell
1,015
-509
-33% -$51.4K 0.02% 265
2016
Q1 		$151K Buy
+1,524
New +$143K 0.02% 237

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Sargent Bickham Lagudis's IWD Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares Russell 1000 Value ETF (IWD) stake by 550% in Q4 2022, buying an estimated $1.99M and bringing the position to 15,712 shares worth $2.38M. The position accounts for 0.2% of the portfolio, ranked #96.

Sargent Bickham Lagudis first reported a position in IWD in Q1 2016 and has held it in 28 quarters since. The position peaked at $3.19M in Q1 2022. 1,463 funds tracked by Wall St. Rank hold IWD as of Q4 2022.

  • Sargent Bickham Lagudis held 15,712 shares of iShares Russell 1000 Value ETF worth $2.38M as of Q4 2022.
  • Sargent Bickham Lagudis bought 13,296 iShares Russell 1000 Value ETF shares in Q4 2022, an estimated $1.99M.
  • iShares Russell 1000 Value ETF made up 0.2% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #96 holding.
  • Sargent Bickham Lagudis first reported a position in iShares Russell 1000 Value ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's iShares Russell 1000 Value ETF position peaked at $3.19M in Q1 2022.
  • 1,463 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.