WQ
IWD icon

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

Wealth Quarterback’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 		$61K Sell
386
-212
-35% -$34K 0.04% 206
2021
Q2 		$95K Buy
+598
New +$94.7K 0.06% 175
2020
Q2 		– Sell
-476
Closed -$47.2K – 432
2020
Q1 		$47.2K Sell
476
-55
-10% -$6.86K 0.04% 234
2019
Q4 		$72.5K Buy
+531
New +$70K 0.06% 196

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

Wealth Quarterback's IWD Position: Q3 2021 in Review

Wealth Quarterback reduced its iShares Russell 1000 Value ETF (IWD) stake by 35% in Q3 2021, selling an estimated $34K and leaving 386 shares worth $61K. The position accounts for 0.04% of the portfolio, ranked #206.

Wealth Quarterback first reported a position in IWD in Q4 2019 and has held it in 4 quarters since. The position peaked at $95K in Q2 2021. 1,227 funds tracked by Wall St. Rank hold IWD as of Q3 2021.

  • Wealth Quarterback held 386 shares of iShares Russell 1000 Value ETF worth $61K as of Q3 2021.
  • Wealth Quarterback sold 212 iShares Russell 1000 Value ETF shares in Q3 2021, an estimated $34K.
  • iShares Russell 1000 Value ETF made up 0.04% of Wealth Quarterback's portfolio in Q3 2021, its #206 holding.
  • Wealth Quarterback first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's iShares Russell 1000 Value ETF position peaked at $95K in Q2 2021.
  • 1,227 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.