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Wambolt & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wambolt & Associates’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
Q1 		– Sell
-1,648
Closed -$250K – 268
2022
Q4 		$250K Buy
+1,648
New +$247K 0.1% 208

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wambolt & Associates's IWD Position: Q1 2023 in Review

Wambolt & Associates sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2023, closing a stake of 1,648 shares — an estimated $250K sold.

Wambolt & Associates first reported a position in IWD in Q4 2022 and held it in 1 quarter. The position peaked at $250K in Q4 2022. 1,410 funds tracked by Wall St. Rank hold IWD as of Q1 2023.

  • Wambolt & Associates reported no remaining iShares Russell 1000 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Wambolt & Associates sold 1,648 iShares Russell 1000 Value ETF shares in Q1 2023, an estimated $250K.
  • Wambolt & Associates first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 1 quarter.
  • Wambolt & Associates's iShares Russell 1000 Value ETF position peaked at $250K in Q4 2022.
  • 1,410 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2023.

Based on Wambolt & Associates's 13F filing for Q1 2023, filed 8 May 2023.