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

WoodTrust Financial’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	-4,183	Closed	-$655K	–	148
2021 Q3	$655K	Buy	4,183 +144	+4%	+$23.1K	0.15%	79
2021 Q2	$641K	Buy	4,039 +163	+4%	+$25.8K	0.17%	51
2021 Q1	$587K	Hold	3,876	–	–	0.17%	47
2020 Q4	$530K	Hold	3,876	–	–	0.17%	46
2020 Q3	$458K	Sell	3,876 -19	-0.5%	-$2.25K	0.17%	48
2020 Q2	$439K	Buy	3,895 +1,826	+88%	+$201K	0.18%	53
2020 Q1	$205K	Buy	2,069 +189	+10%	+$23.6K	0.1%	68
2019 Q4	$257K	Buy	1,880 +64	+4%	+$8.44K	0.1%	67
2019 Q3	$233K	Hold	1,816	–	–	0.1%	67
2019 Q2	$231K	Hold	1,816	–	–	0.1%	70
2019 Q1	$224K	Sell	1,816 -643	-26%	-$77.3K	0.11%	69
2018 Q4	$273K	Buy	2,459 +576	+31%	+$69K	0.15%	67
2018 Q3	$238K	Hold	1,883	–	–	0.12%	71
2018 Q2	$229K	Buy	1,883 +71	+4%	+$8.63K	0.12%	71
2018 Q1	$217K	Sell	1,812 -305	-14%	-$38K	0.12%	72
2017 Q4	$263K	Buy	+2,117	New	+$257K	0.14%	65

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

WoodTrust Financial's IWD Position: Q4 2021 in Review

WoodTrust Financial sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2021, closing a stake of 4,183 shares — an estimated $655K sold.

WoodTrust Financial first reported a position in IWD in Q4 2017 and held it in 16 quarters. The position peaked at $655K in Q3 2021. 1,386 funds tracked by Wall St. Rank hold IWD as of Q4 2021.

WoodTrust Financial reported no remaining iShares Russell 1000 Value ETF position as of Q4 2021 after selling out during the quarter.
WoodTrust Financial sold 4,183 iShares Russell 1000 Value ETF shares in Q4 2021, an estimated $655K.
WoodTrust Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and held it in 16 quarters.
WoodTrust Financial's iShares Russell 1000 Value ETF position peaked at $655K in Q3 2021.
1,386 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2021.

Based on WoodTrust Financial's 13F filing for Q4 2021, filed 14 Feb 2022.