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

TCWP’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 Q2	–	Sell	-36	Closed	-$5K	–	1003
2022 Q1	$5K	Buy	+36	New	+$5.91K	﹤0.01%	1060

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

TCWP's IWD Position: Q2 2022 in Review

TCWP sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2022, closing a stake of 36 shares — an estimated $5K sold.

TCWP first reported a position in IWD in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 1,346 funds tracked by Wall St. Rank hold IWD as of Q2 2022.

TCWP reported no remaining iShares Russell 1000 Value ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 36 iShares Russell 1000 Value ETF shares in Q2 2022, an estimated $5K.
TCWP first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and held it in 1 quarter.
TCWP's iShares Russell 1000 Value ETF position peaked at $5K in Q1 2022.
1,346 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.