Advantage Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Advantage Investment 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
2019 Q3	–	Sell	-30	Closed	-$4K	–	935
2019 Q2	$4K	Buy	+30	New	+$3.75K	﹤0.01%	800
2018 Q2	–	Sell	-53	Closed	-$6K	–	999
2018 Q1	$6K	Buy	+53	New	+$6.61K	﹤0.01%	772
2017 Q4	–	Sell	-484	Closed	-$57K	–	1032
2017 Q3	$57K	Hold	484	–	–	0.02%	370
2017 Q2	$56K	Hold	484	–	–	0.02%	341
2017 Q1	$56K	Sell	484 -244	-34%	-$28K	0.02%	317
2016 Q4	$82K	Sell	728 -28	-4%	-$3.03K	0.03%	247
2016 Q3	$80K	Buy	756 +122	+19%	+$12.9K	0.03%	250
2016 Q2	$65K	Buy	634 +435	+219%	+$43.9K	0.03%	302
2016 Q1	$20K	Buy	+199	New	+$18.6K	0.01%	463

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Advantage Investment Management's IWD Position: Q3 2019 in Review

Advantage Investment Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2019, closing a stake of 30 shares — an estimated $4K sold.

Advantage Investment Management first reported a position in IWD in Q1 2016 and held it in 9 quarters. The position peaked at $82K in Q4 2016. 963 funds tracked by Wall St. Rank hold IWD as of Q3 2019.

Advantage Investment Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2019 after selling out during the quarter.
Advantage Investment Management sold 30 iShares Russell 1000 Value ETF shares in Q3 2019, an estimated $4K.
Advantage Investment Management first reported a position in iShares Russell 1000 Value ETF in Q1 2016 and held it in 9 quarters.
Advantage Investment Management's iShares Russell 1000 Value ETF position peaked at $82K in Q4 2016.
963 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.