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

V 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 Q3	$215K	Sell	1,416 -10,666	-88%	-$1.69M	0.17%	103
2023 Q2	$1.91M	Sell	12,082 -488	-4%	-$74.6K	0.32%	64
2023 Q1	$1.91M	Sell	12,570 -66	-0.5%	-$10.2K	0.36%	59
2022 Q4	$1.92M	Sell	12,636 -1,637	-11%	-$245K	0.4%	55
2022 Q3	$1.94M	Buy	14,273 +471	+3%	+$70.8K	0.39%	50
2022 Q2	$2M	Buy	13,802 +333	+2%	+$52.1K	0.38%	57
2022 Q1	$2.24M	Sell	13,469 -32	-0.2%	-$5.25K	0.36%	57
2021 Q4	$2.27M	Buy	13,501 +70	+0.5%	+$11.5K	0.33%	60
2021 Q3	$2.1M	Sell	13,431 -96	-0.7%	-$15.4K	0.33%	64
2021 Q2	$2.15M	Sell	13,527 -62	-0.5%	-$9.81K	0.34%	66
2021 Q1	$2.06M	Buy	13,589 +1,101	+9%	+$159K	0.38%	62
2020 Q4	$1.71M	Buy	+12,488	New	+$1.6M	0.35%	63
2020 Q3	–	Sell	-12,674	Closed	-$1.43M	–	248
2020 Q2	$1.43M	Sell	12,674 -290	-2%	-$31.9K	0.37%	66
2020 Q1	$1.29M	Buy	12,964 +197	+2%	+$24.6K	0.4%	58
2019 Q4	$1.64M	Hold	12,767	–	–	0.59%	40
2019 Q3	$1.64M	Buy	12,767 +160	+1%	+$20.3K	0.58%	40
2019 Q2	$1.61M	Buy	12,607 +1,014	+9%	+$127K	0.61%	44
2019 Q1	$1.47M	Sell	11,593 -521	-4%	-$62.6K	0.59%	45
2018 Q4	$1.38M	Sell	12,114 -156	-1%	-$18.7K	0.7%	40
2018 Q3	$1.55M	Buy	12,270 +1,199	+11%	+$151K	0.72%	41
2018 Q2	$1.36M	Buy	11,071 +459	+4%	+$55.8K	0.76%	39
2018 Q1	$1.25M	Buy	10,612 +82	+0.8%	+$10.2K	0.66%	45
2017 Q4	$1.35M	Buy	10,530 +966	+10%	+$117K	0.68%	44
2017 Q3	$1.14M	Buy	9,564 +100	+1%	+$11.7K	0.58%	47
2017 Q2	$1.1M	Sell	9,464 -3	-0%	-$345	0.52%	53
2017 Q1	$1.09M	Sell	9,467 -703	-7%	-$80.6K	0.67%	48
2016 Q4	$1.14M	Sell	10,170 -250	-2%	-$27K	0.83%	43
2016 Q3	$1.1M	Buy	10,420 +1,070	+11%	+$113K	0.89%	41
2016 Q2	$965K	Sell	9,350 -1,041	-10%	-$105K	0.79%	45
2016 Q1	$1.03M	Buy	+10,391	New	+$973K	0.82%	45

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

V Wealth Advisors's IWD Position: Q3 2023 in Review

V Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 88% in Q3 2023, selling an estimated $1.69M and leaving 1,416 shares worth $215K. The position accounts for 0.17% of the portfolio, ranked #103.

V Wealth Advisors first reported a position in IWD in Q1 2016 and has held it in 30 quarters since. The position peaked at $2.27M in Q4 2021. 1,441 funds tracked by Wall St. Rank hold IWD as of Q3 2023.

V Wealth Advisors held 1,416 shares of iShares Russell 1000 Value ETF worth $215K as of Q3 2023.
V Wealth Advisors sold 10,666 iShares Russell 1000 Value ETF shares in Q3 2023, an estimated $1.69M.
iShares Russell 1000 Value ETF made up 0.17% of V Wealth Advisors's portfolio in Q3 2023, its #103 holding.
V Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2016 and has held it in 30 quarters since.
V Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $2.27M in Q4 2021.
1,441 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.