Solstein Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Solstein Capital’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
2021 Q4	–	Sell	-500	Closed	-$78K	–	444
2021 Q3	$78K	Hold	500	–	–	0.04%	196
2021 Q2	$79K	Buy	+500	New	+$79.2K	0.1%	181

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

Solstein Capital's IWD Position: Q4 2021 in Review

Solstein Capital sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2021, closing a stake of 500 shares — an estimated $78K sold.

Solstein Capital first reported a position in IWD in Q2 2021 and held it in 2 quarters. The position peaked at $79K in Q2 2021. 1,386 funds tracked by Wall St. Rank hold IWD as of Q4 2021.

Solstein Capital reported no remaining iShares Russell 1000 Value ETF position as of Q4 2021 after selling out during the quarter.
Solstein Capital sold 500 iShares Russell 1000 Value ETF shares in Q4 2021, an estimated $78K.
Solstein Capital first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and held it in 2 quarters.
Solstein Capital's iShares Russell 1000 Value ETF position peaked at $79K in Q2 2021.
1,386 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2021.

Based on Solstein Capital's 13F filing for Q4 2021, filed 27 Jan 2022.