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Source Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Source Financial Advisors’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
Q1 		– Sell
-2,958
Closed -$497K – 115
2021
Q4 		$497K Buy
+2,958
New +$485K 0.13% 75

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Source Financial Advisors's IWD Position: Q1 2022 in Review

Source Financial Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2022, closing a stake of 2,958 shares — an estimated $497K sold.

Source Financial Advisors first reported a position in IWD in Q4 2021 and held it in 1 quarter. The position peaked at $497K in Q4 2021. 1,379 funds tracked by Wall St. Rank hold IWD as of Q1 2022.

  • Source Financial Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Source Financial Advisors sold 2,958 iShares Russell 1000 Value ETF shares in Q1 2022, an estimated $497K.
  • Source Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 1 quarter.
  • Source Financial Advisors's iShares Russell 1000 Value ETF position peaked at $497K in Q4 2021.
  • 1,379 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2022.

Based on Source Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.