Sonora Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sonora Investment 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
2021 Q3	$24K	Sell	154 -123	-44%	-$19.7K	﹤0.01%	588
2021 Q2	$44K	Sell	277 -26	-9%	-$4.12K	0.01%	418
2021 Q1	$46K	Sell	303 -188	-38%	-$27.2K	﹤0.01%	641
2020 Q4	$67K	Buy	+491	New	+$63K	0.01%	520
2020 Q3	–	Sell	-1,058	Closed	-$119K	–	1828
2020 Q2	$119K	Sell	1,058 -17	-2%	-$1.87K	0.01%	305
2020 Q1	$107K	Hold	1,075	–	–	0.01%	305
2019 Q4	$147K	Buy	1,075 +40	+4%	+$5.27K	0.01%	284
2019 Q3	$133K	Buy	+1,035	New	+$132K	0.01%	288

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sonora Investment Management's IWD Position: Q3 2021 in Review

Sonora Investment Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 44% in Q3 2021, selling an estimated $19.7K and leaving 154 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Sonora Investment Management first reported a position in IWD in Q3 2019 and has held it in 8 quarters since. The position peaked at $147K in Q4 2019. 1,227 funds tracked by Wall St. Rank hold IWD as of Q3 2021.

Sonora Investment Management held 154 shares of iShares Russell 1000 Value ETF worth $24K as of Q3 2021.
Sonora Investment Management sold 123 iShares Russell 1000 Value ETF shares in Q3 2021, an estimated $19.7K.
iShares Russell 1000 Value ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #588 holding.
Sonora Investment Management first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and has held it in 8 quarters since.
Sonora Investment Management's iShares Russell 1000 Value ETF position peaked at $147K in Q4 2019.
1,227 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.