AWA
IWD icon

AmeriServ Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

AmeriServ Wealth Advisors’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
2015
Q3 		– Sell
-20
Closed -$2K – 113
2015
Q2 		$2K Buy
+20
New +$2.1K ﹤0.01% 145

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

AmeriServ Wealth Advisors's IWD Position: Q3 2015 in Review

AmeriServ Wealth Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2015, closing a stake of 20 shares — an estimated $2K sold.

AmeriServ Wealth Advisors first reported a position in IWD in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 505 funds tracked by Wall St. Rank hold IWD as of Q3 2015.

  • AmeriServ Wealth Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q3 2015 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 20 iShares Russell 1000 Value ETF shares in Q3 2015, an estimated $2K.
  • AmeriServ Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2015 and held it in 1 quarter.
  • AmeriServ Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $2K in Q2 2015.
  • 505 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.