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Tectonic Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Tectonic Advisors’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
Q1 		– Sell
-89
Closed -$13.5K – 248
2022
Q4 		$13.5K Hold
89
– – ﹤0.01% 256
2022
Q3 		$12K Hold
89
– – ﹤0.01% 206
2022
Q2 		$13K Buy
+89
New +$13.9K ﹤0.01% 210
2021
Q2 		– Sell
-97
Closed -$15K – 210
2021
Q1 		$15K Hold
97
– – ﹤0.01% 192
2020
Q4 		$13K Buy
+97
New +$12.4K ﹤0.01% 178

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tectonic Advisors's IWD Position: Q1 2023 in Review

Tectonic Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2023, closing a stake of 89 shares — an estimated $13.5K sold.

Tectonic Advisors first reported a position in IWD in Q4 2020 and held it in 5 quarters. The position peaked at $15K in Q1 2021. 1,410 funds tracked by Wall St. Rank hold IWD as of Q1 2023.

  • Tectonic Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Tectonic Advisors sold 89 iShares Russell 1000 Value ETF shares in Q1 2023, an estimated $13.5K.
  • Tectonic Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and held it in 5 quarters.
  • Tectonic Advisors's iShares Russell 1000 Value ETF position peaked at $15K in Q1 2021.
  • 1,410 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2023.

Based on Tectonic Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.