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Swaine & Leidel Wealth Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Swaine & Leidel Wealth 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
Q1 		$338K Buy
+338
New +$55.5K 0.26% 51
2021
Q3 		$382K Buy
+2,441
New +$391K 0.34% 47
2021
Q1 		$338K Sell
2,228
-144
-6% -$20.8K 0.22% 58
2020
Q4 		$324K Buy
+2,372
New +$304K 0.24% 56

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Swaine & Leidel Wealth Services's IWD Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in iShares Russell 1000 Value ETF (IWD) in Q1 2022: 338 shares worth $338K. The stake represents 0.26% of the portfolio and ranks #51 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in IWD as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in IWD in Q4 2020 and has held it in 4 quarters since. The position peaked at $382K in Q3 2021. 1,379 funds tracked by Wall St. Rank hold IWD as of Q1 2022.

  • Swaine & Leidel Wealth Services held 338 shares of iShares Russell 1000 Value ETF worth $338K as of Q1 2022.
  • iShares Russell 1000 Value ETF was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • iShares Russell 1000 Value ETF made up 0.26% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #51 holding.
  • Swaine & Leidel Wealth Services first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 4 quarters since.
  • Swaine & Leidel Wealth Services's iShares Russell 1000 Value ETF position peaked at $382K in Q3 2021.
  • 1,379 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.