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Aevitas Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Aevitas Wealth 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
Q2 		– Sell
-1,143
Closed -$141K – 208
2019
Q1 		$141K Hold
1,143
– – 0.13% 121
2018
Q4 		$127K Buy
+1,143
New +$137K 0.13% 120

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Aevitas Wealth Management's IWD Position: Q2 2019 in Review

Aevitas Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2019, closing a stake of 1,143 shares — an estimated $141K sold.

Aevitas Wealth Management first reported a position in IWD in Q4 2018 and held it in 2 quarters. The position peaked at $141K in Q1 2019. 966 funds tracked by Wall St. Rank hold IWD as of Q2 2019.

  • Aevitas Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 1,143 iShares Russell 1000 Value ETF shares in Q2 2019, an estimated $141K.
  • Aevitas Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and held it in 2 quarters.
  • Aevitas Wealth Management's iShares Russell 1000 Value ETF position peaked at $141K in Q1 2019.
  • 966 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.