Weaver Consulting Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Weaver Consulting Group’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
2020 Q4	–	Sell	-557	Closed	-$66K	–	509
2020 Q3	$66K	Hold	557	–	–	0.04%	227
2020 Q2	$63K	Sell	557 -2,800	-83%	-$308K	0.04%	228
2020 Q1	$333K	Sell	3,357 -2,415	-42%	-$301K	0.22%	71
2019 Q4	$740K	Buy	5,772 +130	+2%	+$17.1K	0.4%	47
2019 Q3	$733K	Buy	5,642 +3,240	+135%	+$412K	0.39%	46
2019 Q2	$306K	Hold	2,402	–	–	0.17%	74
2019 Q1	$301K	Buy	+2,402	New	+$289K	0.08%	165

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Weaver Consulting Group's IWD Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2020, closing a stake of 557 shares — an estimated $66K sold.

Weaver Consulting Group first reported a position in IWD in Q1 2019 and held it in 7 quarters. The position peaked at $740K in Q4 2019. 1,151 funds tracked by Wall St. Rank hold IWD as of Q4 2020.

Weaver Consulting Group reported no remaining iShares Russell 1000 Value ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 557 iShares Russell 1000 Value ETF shares in Q4 2020, an estimated $66K.
Weaver Consulting Group first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's iShares Russell 1000 Value ETF position peaked at $740K in Q4 2019.
1,151 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.