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Aris Wealth Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Aris Wealth Services’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 		$36K Hold
384
– – 0.08% 110
2015
Q2 		$40K Sell
384
-233
-38% -$24.4K 0.04% 243
2015
Q1 		$64K Buy
+617
New +$63.9K 0.06% 183

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

Aris Wealth Services's IWD Position: Q3 2015 in Review

Aris Wealth Services held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2015 at 384 shares worth $36K. The position accounts for 0.08% of the portfolio, ranked #110.

Aris Wealth Services first reported a position in IWD in Q1 2015 and has held it in 3 quarters since. The position peaked at $64K in Q1 2015. 505 funds tracked by Wall St. Rank hold IWD as of Q3 2015.

  • Aris Wealth Services held 384 shares of iShares Russell 1000 Value ETF worth $36K as of Q3 2015.
  • Aris Wealth Services left its iShares Russell 1000 Value ETF share count unchanged in Q3 2015.
  • iShares Russell 1000 Value ETF made up 0.08% of Aris Wealth Services's portfolio in Q3 2015, its #110 holding.
  • Aris Wealth Services first reported a position in iShares Russell 1000 Value ETF in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's iShares Russell 1000 Value ETF position peaked at $64K in Q1 2015.
  • 505 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.