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Shilanski & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Shilanski & Associates’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
-3,192
Closed -$434K – 153
2022
Q3 		$434K Buy
+3,192
New +$480K 0.16% 78

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Shilanski & Associates's IWD Position: Q4 2022 in Review

Shilanski & Associates sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2022, closing a stake of 3,192 shares — an estimated $434K sold.

Shilanski & Associates first reported a position in IWD in Q3 2022 and held it in 1 quarter. The position peaked at $434K in Q3 2022. 1,462 funds tracked by Wall St. Rank hold IWD as of Q4 2022.

  • Shilanski & Associates reported no remaining iShares Russell 1000 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 3,192 iShares Russell 1000 Value ETF shares in Q4 2022, an estimated $434K.
  • Shilanski & Associates first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's iShares Russell 1000 Value ETF position peaked at $434K in Q3 2022.
  • 1,462 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.