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Strong Tower Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Strong Tower Advisory Services’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
Q3 		– Sell
-12,924
Closed -$1.87M – 101
2022
Q2 		$1.87M Buy
12,924
+6,647
+106% +$1.04M 1.02% 25
2022
Q1 		$1.04M Buy
+6,277
New +$1.03M 0.53% 57

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Fidelity Investments
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Jones Financial Companies
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Financial Engines Advisors
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UBS Group
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SF
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Strong Tower Advisory Services's IWD Position: Q3 2022 in Review

Strong Tower Advisory Services sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2022, closing a stake of 12,924 shares — an estimated $1.87M sold.

Strong Tower Advisory Services first reported a position in IWD in Q1 2022 and held it in 2 quarters. The position peaked at $1.87M in Q2 2022. 1,319 funds tracked by Wall St. Rank hold IWD as of Q3 2022.

  • Strong Tower Advisory Services reported no remaining iShares Russell 1000 Value ETF position as of Q3 2022 after selling out during the quarter.
  • Strong Tower Advisory Services sold 12,924 iShares Russell 1000 Value ETF shares in Q3 2022, an estimated $1.87M.
  • Strong Tower Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and held it in 2 quarters.
  • Strong Tower Advisory Services's iShares Russell 1000 Value ETF position peaked at $1.87M in Q2 2022.
  • 1,319 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2022.

Based on Strong Tower Advisory Services's 13F filing for Q3 2022, filed 14 Oct 2022.