Sunflower Bank’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sunflower Bank’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
2024 Q1	–	Sell	-2,676	Closed	-$442K	–	123
2023 Q4	$442K	Sell	2,676 -1,067	-29%	-$165K	0.1%	71
2023 Q3	$568K	Sell	3,743 -686	-15%	-$109K	0.14%	53
2023 Q2	$699K	Buy	4,429 +557	+14%	+$85.2K	0.16%	49
2023 Q1	$590K	Buy	3,872 +158	+4%	+$24.4K	0.13%	54
2022 Q4	$563K	Hold	3,714	–	–	0.12%	56
2022 Q3	$505K	Sell	3,714 -681	-15%	-$102K	0.11%	66
2022 Q2	$637K	Sell	4,395 -53	-1%	-$8.29K	0.13%	67
2022 Q1	$738K	Sell	4,448 -172	-4%	-$28.2K	0.1%	83
2021 Q4	$776K	Sell	4,620 -13,021	-74%	-$2.13M	0.1%	82
2021 Q3	$2.76M	Sell	17,641 -1,491	-8%	-$239K	0.39%	35
2021 Q2	$3.04M	Hold	19,132	–	–	0.47%	35
2021 Q1	$2.9M	Hold	19,132	–	–	0.47%	35
2020 Q4	$2.62M	Buy	19,132 +1,545	+9%	+$198K	0.45%	35
2020 Q3	$2.08M	Sell	17,587 -550	-3%	-$65.2K	0.82%	14
2020 Q2	$2.04M	Buy	+18,137	New	+$1.99M	0.81%	13

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sunflower Bank's IWD Position: Q1 2024 in Review

Sunflower Bank sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2024, closing a stake of 2,676 shares — an estimated $442K sold.

Sunflower Bank first reported a position in IWD in Q2 2020 and held it in 15 quarters. The position peaked at $3.04M in Q2 2021. 1,540 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

Sunflower Bank reported no remaining iShares Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
Sunflower Bank sold 2,676 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $442K.
Sunflower Bank first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and held it in 15 quarters.
Sunflower Bank's iShares Russell 1000 Value ETF position peaked at $3.04M in Q2 2021.
1,540 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Sunflower Bank's 13F filing for Q1 2024, filed 10 Apr 2024.