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Wealth Management Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wealth Management 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
2022
Q2 		– Sell
-2,219
Closed -$368K – 189
2022
Q1 		$368K Sell
2,219
-109
-5% -$17.9K 0.21% 122
2021
Q4 		$391K Sell
2,328
-11
-0.5% -$1.8K 0.21% 126
2021
Q3 		$366K Sell
2,339
-194
-8% -$31.1K 0.21% 120
2021
Q2 		$402K Buy
2,533
+1,212
+92% +$192K 0.23% 121
2021
Q1 		$200K Buy
+1,321
New +$191K 0.13% 181

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Wealth Management Associates's IWD Position: Q2 2022 in Review

Wealth Management Associates sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2022, closing a stake of 2,219 shares — an estimated $368K sold.

Wealth Management Associates first reported a position in IWD in Q1 2021 and held it in 5 quarters. The position peaked at $402K in Q2 2021. 1,346 funds tracked by Wall St. Rank hold IWD as of Q2 2022.

  • Wealth Management Associates reported no remaining iShares Russell 1000 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Wealth Management Associates sold 2,219 iShares Russell 1000 Value ETF shares in Q2 2022, an estimated $368K.
  • Wealth Management Associates first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and held it in 5 quarters.
  • Wealth Management Associates's iShares Russell 1000 Value ETF position peaked at $402K in Q2 2021.
  • 1,346 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2022.

Based on Wealth Management Associates's 13F filing for Q2 2022, filed 28 May 2025.