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

YorkBridge Wealth Partners’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 Q4	$725K	Hold	4,783	–	–	0.18%	103
2022 Q3	$650K	Buy	4,783 +167	+4%	+$25.1K	0.17%	105
2022 Q2	$669K	Buy	4,616 +65	+1%	+$10.2K	0.17%	105
2022 Q1	$755K	Buy	4,551 +101	+2%	+$16.6K	0.17%	107
2021 Q4	$747K	Hold	4,450	–	–	0.17%	105
2021 Q3	$696K	Buy	4,450 +694	+18%	+$111K	0.18%	103
2021 Q2	$596K	Hold	3,756	–	–	0.16%	111
2021 Q1	$569K	Hold	3,756	–	–	0.17%	107
2020 Q4	$514K	Buy	3,756 +185	+5%	+$23.7K	0.17%	102
2020 Q3	$422K	Sell	3,571 -250	-7%	-$29.6K	0.18%	103
2020 Q2	$430K	Sell	3,821 -526	-12%	-$57.9K	0.2%	97
2020 Q1	$431K	Buy	4,347 +45	+1%	+$5.61K	0.27%	90
2019 Q4	$587K	Hold	4,302	–	–	0.27%	89
2019 Q3	$552K	Hold	4,302	–	–	0.28%	90
2019 Q2	$547K	Hold	4,302	–	–	0.24%	88
2019 Q1	$531K	Sell	4,302 -1,872	-30%	-$225K	0.24%	91
2018 Q4	$686K	Buy	6,174 +1,342	+28%	+$161K	0.36%	70
2018 Q3	$614K	Hold	4,832	–	–	0.28%	84
2018 Q2	$587K	Hold	4,832	–	–	0.26%	89
2018 Q1	$585K	Sell	4,832 -48	-1%	-$5.99K	0.27%	87
2017 Q4	$591K	Sell	4,880 -50	-1%	-$6.06K	0.29%	85
2017 Q3	$584K	Sell	4,930 -1,190	-19%	-$139K	0.3%	80
2017 Q2	$718K	Sell	6,120 -150	-2%	-$17.3K	0.38%	72
2017 Q1	$719K	Buy	6,270 +593	+10%	+$68K	0.38%	72
2016 Q4	$625K	Buy	+5,677	New	+$614K	0.37%	76

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

YorkBridge Wealth Partners's IWD Position: Q4 2022 in Review

YorkBridge Wealth Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q4 2022 at 4,783 shares worth $725K. The position accounts for 0.18% of the portfolio, ranked #103.

YorkBridge Wealth Partners first reported a position in IWD in Q4 2016 and has held it in 25 quarters since. The position peaked at $755K in Q1 2022. 1,462 funds tracked by Wall St. Rank hold IWD as of Q4 2022.

YorkBridge Wealth Partners held 4,783 shares of iShares Russell 1000 Value ETF worth $725K as of Q4 2022.
YorkBridge Wealth Partners left its iShares Russell 1000 Value ETF share count unchanged in Q4 2022.
iShares Russell 1000 Value ETF made up 0.18% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #103 holding.
YorkBridge Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 25 quarters since.
YorkBridge Wealth Partners's iShares Russell 1000 Value ETF position peaked at $755K in Q1 2022.
1,462 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.