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Unified Trust Company’s iShares Russell 1000 Value ETF IWD Stock Holding History

Unified Trust Company’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
2021
Q3 		$282K Hold
1,800
– – 0.08% 73
2021
Q2 		$286K Hold
1,800
– – 0.08% 71
2021
Q1 		$272K Buy
+1,800
New +$260K 0.09% 68

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Unified Trust Company's IWD Position: Q3 2021 in Review

Unified Trust Company held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2021 at 1,800 shares worth $282K. The position accounts for 0.08% of the portfolio, ranked #73.

Unified Trust Company first reported a position in IWD in Q1 2021 and has held it in 3 quarters since. The position peaked at $286K in Q2 2021. 1,227 funds tracked by Wall St. Rank hold IWD as of Q3 2021.

  • Unified Trust Company held 1,800 shares of iShares Russell 1000 Value ETF worth $282K as of Q3 2021.
  • Unified Trust Company left its iShares Russell 1000 Value ETF share count unchanged in Q3 2021.
  • iShares Russell 1000 Value ETF made up 0.08% of Unified Trust Company's portfolio in Q3 2021, its #73 holding.
  • Unified Trust Company first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 3 quarters since.
  • Unified Trust Company's iShares Russell 1000 Value ETF position peaked at $286K in Q2 2021.
  • 1,227 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.