Seelaus Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Seelaus Asset Management’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 Q2	–	Sell	-1,305	Closed	-$202K	–	208
2023 Q1	$202K	Buy	+1,305	New	+$202K	0.15%	175

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Seelaus Asset Management's IWD Position: Q2 2023 in Review

Seelaus Asset Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2023, closing a stake of 1,305 shares — an estimated $202K sold.

Seelaus Asset Management first reported a position in IWD in Q1 2023 and held it in 1 quarter. The position peaked at $202K in Q1 2023. 1,423 funds tracked by Wall St. Rank hold IWD as of Q2 2023.

Seelaus Asset Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2023 after selling out during the quarter.
Seelaus Asset Management sold 1,305 iShares Russell 1000 Value ETF shares in Q2 2023, an estimated $202K.
Seelaus Asset Management first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and held it in 1 quarter.
Seelaus Asset Management's iShares Russell 1000 Value ETF position peaked at $202K in Q1 2023.
1,423 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2023.

Based on Seelaus Asset Management's 13F filing for Q2 2023, filed 24 Jul 2023.