3D Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

3D Asset Management’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
2020 Q3	$295K	Sell	2,497 -2	-0.1%	-$237	0.08%	59
2020 Q2	$281K	Sell	2,499 -318	-11%	-$35K	0.08%	51
2020 Q1	$279K	Sell	2,817 -1,048	-27%	-$131K	0.08%	43
2019 Q4	$527K	Sell	3,865 -119	-3%	-$15.7K	0.12%	39
2019 Q3	$511K	Sell	3,984 -91	-2%	-$11.6K	0.12%	37
2019 Q2	$518K	Sell	4,075 -8	-0.2%	-$1K	0.13%	35
2019 Q1	$504K	Sell	4,083 -30	-0.7%	-$3.6K	0.12%	35
2018 Q4	$457K	Sell	4,113 -45	-1%	-$5.39K	0.12%	37
2018 Q3	$527K	Sell	4,158 -86	-2%	-$10.8K	0.12%	38
2018 Q2	$515K	Sell	4,244 -407	-9%	-$49.5K	0.12%	36
2018 Q1	$558K	Sell	4,651 -245	-5%	-$30.5K	0.13%	33
2017 Q4	$609K	Sell	4,896 -223	-4%	-$27K	0.14%	31
2017 Q3	$607K	Sell	5,119 -89	-2%	-$10.4K	0.14%	31
2017 Q2	$606K	Sell	5,208 -100	-2%	-$11.5K	0.15%	32
2017 Q1	$610K	Sell	5,308 -2,804	-35%	-$322K	0.16%	33
2016 Q4	$909K	Sell	8,112 -543	-6%	-$58.7K	0.24%	28
2016 Q3	$914K	Sell	8,655 -418	-5%	-$44.1K	0.25%	27
2016 Q2	$937K	Sell	9,073 -308	-3%	-$31.1K	0.26%	30
2016 Q1	$927K	Sell	9,381 -747	-7%	-$70K	0.26%	31
2015 Q4	$991K	Sell	10,128 -747	-7%	-$74.1K	0.3%	26
2015 Q3	$1.01M	Sell	10,875 -174	-2%	-$17.3K	0.31%	26
2015 Q2	$1.14M	Sell	11,049 -142	-1%	-$14.9K	0.34%	25
2015 Q1	$1.15M	Sell	11,191 -1,641	-13%	-$170K	0.35%	24
2014 Q4	$1.34M	Sell	12,832 -997	-7%	-$102K	0.41%	23
2014 Q3	$1.38M	Sell	13,829 -6,924	-33%	-$701K	0.42%	27
2014 Q2	$2.1M	Sell	20,753 -777	-4%	-$76.2K	0.61%	18
2014 Q1	$2.08M	Sell	21,530 -1,306	-6%	-$122K	0.62%	20
2013 Q4	$2.15M	Sell	22,836 -567	-2%	-$51.4K	0.65%	20
2013 Q3	$2.02M	Sell	23,403 -2,141	-8%	-$186K	0.65%	20
2013 Q2	$2.14M	Buy	+25,544	New	+$2.13M	0.72%	19

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

3D Asset Management's IWD Position: Q3 2020 in Review

3D Asset Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.08% in Q3 2020, selling an estimated $237 and leaving 2,497 shares worth $295K. The position accounts for 0.08% of the portfolio, ranked #59.

3D Asset Management first reported a position in IWD in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.15M in Q4 2013. 1,000 funds tracked by Wall St. Rank hold IWD as of Q3 2020.

3D Asset Management held 2,497 shares of iShares Russell 1000 Value ETF worth $295K as of Q3 2020.
3D Asset Management sold 2 iShares Russell 1000 Value ETF shares in Q3 2020, an estimated $237.
iShares Russell 1000 Value ETF made up 0.08% of 3D Asset Management's portfolio in Q3 2020, its #59 holding.
3D Asset Management first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 30 quarters since.
3D Asset Management's iShares Russell 1000 Value ETF position peaked at $2.15M in Q4 2013.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.