Syverson Strege & Co’s iShares Russell 1000 Value ETF IWD Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-265	Closed	-$40.3K	–	340
2023 Q1	$40.3K	Hold	265	–	–	0.02%	136
2022 Q4	$40.2K	Hold	265	–	–	0.02%	139
2022 Q3	$36K	Sell	265 -59	-18%	-$8.87K	0.02%	134
2022 Q2	$47K	Buy	324 +59	+22%	+$9.23K	0.02%	129
2022 Q1	$44K	Hold	265	–	–	0.05%	131
2021 Q4	$45K	Hold	265	–	–	0.03%	139
2021 Q3	$41K	Hold	265	–	–	0.03%	149
2021 Q2	$42K	Hold	265	–	–	0.04%	140
2021 Q1	$40K	Sell	265 -99	-27%	-$14.3K	0.04%	131
2020 Q4	$50K	Buy	+364	New	+$46.7K	0.05%	112

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

Syverson Strege & Co's IWD Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2023, closing a stake of 265 shares — an estimated $40.3K sold.

Syverson Strege & Co first reported a position in IWD in Q4 2020 and held it in 10 quarters. The position peaked at $50K in Q4 2020. 1,423 funds tracked by Wall St. Rank hold IWD as of Q2 2023.

Syverson Strege & Co reported no remaining iShares Russell 1000 Value ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 265 iShares Russell 1000 Value ETF shares in Q2 2023, an estimated $40.3K.
Syverson Strege & Co first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's iShares Russell 1000 Value ETF position peaked at $50K in Q4 2020.
1,423 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.