Ten Capital Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Ten Capital Wealth 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 Q2	$489K	Sell	3,099 -100	-3%	-$15.3K	0.14%	59
2023 Q1	$487K	Hold	3,199	–	–	0.16%	46
2022 Q4	$485K	Hold	3,199	–	–	0.19%	46
2022 Q3	$435K	Hold	3,199	–	–	0.2%	48
2022 Q2	$464K	Sell	3,199 -224	-7%	-$35K	0.2%	49
2022 Q1	$568K	Buy	3,423 +3,199	+1,428%	+$525K	0.24%	42
2021 Q4	$38K	Buy	+224	New	+$36.7K	0.02%	155
2021 Q1	–	Sell	-4	Closed	-$1K	–	375
2020 Q4	$1K	Buy	+4	New	+$513	﹤0.01%	349

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

Ten Capital Wealth Advisors's IWD Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.1% in Q2 2023, selling an estimated $15.3K and leaving 3,099 shares worth $489K. The position accounts for 0.14% of the portfolio, ranked #59.

Ten Capital Wealth Advisors first reported a position in IWD in Q4 2020 and has held it in 8 quarters since. The position peaked at $568K in Q1 2022. 1,423 funds tracked by Wall St. Rank hold IWD as of Q2 2023.

Ten Capital Wealth Advisors held 3,099 shares of iShares Russell 1000 Value ETF worth $489K as of Q2 2023.
Ten Capital Wealth Advisors sold 100 iShares Russell 1000 Value ETF shares in Q2 2023, an estimated $15.3K.
iShares Russell 1000 Value ETF made up 0.14% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #59 holding.
Ten Capital Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 8 quarters since.
Ten Capital Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $568K in Q1 2022.
1,423 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.