Your Advocates Ltd’s iShares Russell 1000 Value ETF IWD Stock Holding History

Your Advocates Ltd’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
2024 Q1	–	Sell	-51	Closed	-$8.43K	–	242
2023 Q4	$8.43K	Hold	51	–	–	﹤0.01%	108
2023 Q3	$7.74K	Hold	51	–	–	﹤0.01%	119
2023 Q2	$8.05K	Hold	51	–	–	﹤0.01%	142
2023 Q1	$7.76K	Hold	51	–	–	﹤0.01%	106
2022 Q4	$7.73K	Hold	51	–	–	﹤0.01%	97
2022 Q3	$7K	Sell	51 -85	-63%	-$12.8K	﹤0.01%	100
2022 Q2	$20K	Hold	136	–	–	0.01%	66
2022 Q1	$23K	Hold	136	–	–	0.01%	68
2021 Q4	$23K	Hold	136	–	–	0.01%	60
2021 Q3	$21K	Sell	136 -60	-31%	-$9.62K	0.01%	66
2021 Q2	$31K	Hold	196	–	–	0.02%	47
2021 Q1	$30K	Hold	196	–	–	0.02%	46
2020 Q4	$27K	Hold	196	–	–	0.02%	51
2020 Q3	$23K	Hold	196	–	–	0.02%	53
2020 Q2	$22K	Hold	196	–	–	0.02%	57
2020 Q1	$19K	Buy	+196	New	+$24.4K	0.02%	55

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Your Advocates Ltd's IWD Position: Q1 2024 in Review

Your Advocates Ltd sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2024, closing a stake of 51 shares — an estimated $8.43K sold.

Your Advocates Ltd first reported a position in IWD in Q1 2020 and held it in 16 quarters. The position peaked at $31K in Q2 2021. 1,545 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

Your Advocates Ltd reported no remaining iShares Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
Your Advocates Ltd sold 51 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $8.43K.
Your Advocates Ltd first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and held it in 16 quarters.
Your Advocates Ltd's iShares Russell 1000 Value ETF position peaked at $31K in Q2 2021.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Your Advocates Ltd's 13F filing for Q1 2024, filed 1 May 2024.