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Wipfli Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wipfli Financial Advisors’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
Q3 		$448K Buy
3,291
+1,539
+88% +$231K 0.03% 246
2022
Q2 		$254K Sell
1,752
-280
-14% -$43.8K 0.03% 81
2022
Q1 		$337K Buy
+2,032
New +$334K 0.03% 74

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Wipfli Financial Advisors's IWD Position: Q3 2022 in Review

Wipfli Financial Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 88% in Q3 2022, buying an estimated $231K and bringing the position to 3,291 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #246.

Wipfli Financial Advisors first reported a position in IWD in Q1 2022 and has held it in 3 quarters since. 1,319 funds tracked by Wall St. Rank hold IWD as of Q3 2022.

  • Wipfli Financial Advisors held 3,291 shares of iShares Russell 1000 Value ETF worth $448K as of Q3 2022.
  • Wipfli Financial Advisors bought 1,539 iShares Russell 1000 Value ETF shares in Q3 2022, an estimated $231K.
  • iShares Russell 1000 Value ETF made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #246 holding.
  • Wipfli Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 3 quarters since.
  • 1,319 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.