Weiss Multi-Strategy Advisers’s iShares Russell 1000 Value ETF IWD Stock Holding History

Weiss Multi-Strategy Advisers’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 Q4	–	Sell	-14,019	Closed	-$2.19M	–	715
2021 Q3	$2.19M	Sell	14,019 -37,787	-73%	-$6.06M	0.05%	394
2021 Q2	$8.22M	Buy	+51,806	New	+$8.2M	0.18%	174
2018 Q2	–	Sell	-12,200	Closed	-$1.46M	–	615
2018 Q1	$1.46M	Buy	+12,200	New	+$1.52M	0.05%	373

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Weiss Multi-Strategy Advisers's IWD Position: Q4 2021 in Review

Weiss Multi-Strategy Advisers sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2021, closing a stake of 14,019 shares — an estimated $2.19M sold.

Weiss Multi-Strategy Advisers first reported a position in IWD in Q1 2018 and held it in 3 quarters. The position peaked at $8.22M in Q2 2021. 1,386 funds tracked by Wall St. Rank hold IWD as of Q4 2021.

Weiss Multi-Strategy Advisers reported no remaining iShares Russell 1000 Value ETF position as of Q4 2021 after selling out during the quarter.
Weiss Multi-Strategy Advisers sold 14,019 iShares Russell 1000 Value ETF shares in Q4 2021, an estimated $2.19M.
Weiss Multi-Strategy Advisers first reported a position in iShares Russell 1000 Value ETF in Q1 2018 and held it in 3 quarters.
Weiss Multi-Strategy Advisers's iShares Russell 1000 Value ETF position peaked at $8.22M in Q2 2021.
1,386 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2021.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q4 2021, filed 14 Feb 2022.