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Surevest’s iShares Russell 1000 Value ETF IWD Stock Holding History

Surevest’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 		$297K Hold
2,183
– – 0.08% 126
2022
Q2 		$316K Hold
2,183
– – 0.08% 122
2022
Q1 		$362K Sell
2,183
-411
-16% -$67.5K 0.09% 118
2021
Q4 		$436K Sell
2,594
-273
-10% -$44.7K 0.1% 94
2021
Q3 		$449K Buy
2,867
+698
+32% +$112K 0.11% 87
2021
Q2 		$344K Hold
2,169
– – 0.09% 87
2021
Q1 		$329K Sell
2,169
-79
-4% -$11.4K 0.1% 82
2020
Q4 		$307K Buy
+2,248
New +$288K 0.1% 77

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Surevest's IWD Position: Q3 2022 in Review

Surevest held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2022 at 2,183 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #126.

Surevest first reported a position in IWD in Q4 2020 and has held it in 8 quarters since. The position peaked at $449K in Q3 2021. 1,319 funds tracked by Wall St. Rank hold IWD as of Q3 2022.

  • Surevest held 2,183 shares of iShares Russell 1000 Value ETF worth $297K as of Q3 2022.
  • Surevest left its iShares Russell 1000 Value ETF share count unchanged in Q3 2022.
  • iShares Russell 1000 Value ETF made up 0.08% of Surevest's portfolio in Q3 2022, its #126 holding.
  • Surevest first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 8 quarters since.
  • Surevest's iShares Russell 1000 Value ETF position peaked at $449K in Q3 2021.
  • 1,319 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.