Van Strum & Towne’s iShares Russell 1000 Value ETF IWD Stock Holding History

Van Strum & Towne’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
2022 Q1	–	Sell	-1,250	Closed	-$210K	–	103
2021 Q4	$210K	Buy	+1,250	New	+$205K	0.08%	102

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Van Strum & Towne's IWD Position: Q1 2022 in Review

Van Strum & Towne sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2022, closing a stake of 1,250 shares — an estimated $210K sold.

Van Strum & Towne first reported a position in IWD in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 1,379 funds tracked by Wall St. Rank hold IWD as of Q1 2022.

Van Strum & Towne reported no remaining iShares Russell 1000 Value ETF position as of Q1 2022 after selling out during the quarter.
Van Strum & Towne sold 1,250 iShares Russell 1000 Value ETF shares in Q1 2022, an estimated $210K.
Van Strum & Towne first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 1 quarter.
Van Strum & Towne's iShares Russell 1000 Value ETF position peaked at $210K in Q4 2021.
1,379 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2022.

Based on Van Strum & Towne's 13F filing for Q1 2022, filed 10 May 2022.