Tilia Fiduciary Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Tilia Fiduciary Partners’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 Q3	–	Sell	-116	Closed	-$18.3K	–	275
2023 Q2	$18.3K	Hold	116	–	–	0.02%	310
2023 Q1	$17.7K	Hold	116	–	–	0.02%	313
2022 Q4	$17.6K	Hold	116	–	–	0.02%	303
2022 Q3	$16K	Hold	116	–	–	0.02%	314
2022 Q2	$17K	Hold	116	–	–	0.02%	321
2022 Q1	$19K	Hold	116	–	–	0.02%	328
2021 Q4	$19K	Buy	+116	New	+$19K	0.02%	343

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Tilia Fiduciary Partners's IWD Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2023, closing a stake of 116 shares — an estimated $18.3K sold.

Tilia Fiduciary Partners first reported a position in IWD in Q4 2021 and held it in 7 quarters. The position peaked at $19K in Q1 2022. 1,442 funds tracked by Wall St. Rank hold IWD as of Q3 2023.

Tilia Fiduciary Partners reported no remaining iShares Russell 1000 Value ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 116 iShares Russell 1000 Value ETF shares in Q3 2023, an estimated $18.3K.
Tilia Fiduciary Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's iShares Russell 1000 Value ETF position peaked at $19K in Q1 2022.
1,442 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.