Security National Bank’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,343
Closed -$210K 108
2021
Q3
$210K Hold
1,343
0.05% 99
2021
Q2
$213K Hold
1,343
0.06% 96
2021
Q1
$204K Buy
+1,343
New +$194K 0.06% 94

Other funds holding IWD

Security National Bank's IWD Position: Q4 2021 in Review

Security National Bank sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2021, closing a stake of 1,343 shares — an estimated $210K sold.

Security National Bank first reported a position in IWD in Q1 2021 and held it in 3 quarters. The position peaked at $213K in Q2 2021. 1,386 funds tracked by Wall St. Rank hold IWD as of Q4 2021.

  • Security National Bank reported no remaining iShares Russell 1000 Value ETF position as of Q4 2021 after selling out during the quarter.
  • Security National Bank sold 1,343 iShares Russell 1000 Value ETF shares in Q4 2021, an estimated $210K.
  • Security National Bank first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and held it in 3 quarters.
  • Security National Bank's iShares Russell 1000 Value ETF position peaked at $213K in Q2 2021.
  • 1,386 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2021.

Based on Security National Bank's 13F filing for Q4 2021, filed 28 Jan 2022.