Steven Patrick Farmer’s iShares Russell 1000 Value ETF IWD Stock Holding History

Steven Patrick Farmer’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 Q2	$798K	Buy	+5,503	New	+$861K	0.01%	209

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Steven Patrick Farmer's IWD Position: Q2 2022 in Review

Steven Patrick Farmer opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2022: 5,503 shares worth $798K. The stake represents 0.01% of the portfolio and ranks #209 among its holdings.

1,347 funds tracked by Wall St. Rank hold IWD as of Q2 2022.

Steven Patrick Farmer held 5,503 shares of iShares Russell 1000 Value ETF worth $798K as of Q2 2022.
iShares Russell 1000 Value ETF was a new Steven Patrick Farmer position in Q2 2022.
iShares Russell 1000 Value ETF made up 0.01% of Steven Patrick Farmer's portfolio in Q2 2022, its #209 holding.
1,347 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2022.

Based on Steven Patrick Farmer's 13F filing for Q2 2022, filed 6 Jul 2022.