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

Advisor 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
2020
Q1 		– Sell
-1,506
Closed -$207K – 661
2019
Q4 		$207K Buy
+1,506
New +$198K 0.02% 594

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Advisor Partners's IWD Position: Q1 2020 in Review

Advisor Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2020, closing a stake of 1,506 shares — an estimated $207K sold.

Advisor Partners first reported a position in IWD in Q4 2019 and held it in 1 quarter. The position peaked at $207K in Q4 2019. 992 funds tracked by Wall St. Rank hold IWD as of Q1 2020.

  • Advisor Partners reported no remaining iShares Russell 1000 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Advisor Partners sold 1,506 iShares Russell 1000 Value ETF shares in Q1 2020, an estimated $207K.
  • Advisor Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 1 quarter.
  • Advisor Partners's iShares Russell 1000 Value ETF position peaked at $207K in Q4 2019.
  • 992 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2020.

Based on Advisor Partners's 13F filing for Q1 2020, filed 15 May 2020.