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Armbruster Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Armbruster Capital 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
2018
Q1 		– Sell
-306
Closed -$38K – 253
2017
Q4 		$38K Buy
306
+28
+10% +$3.39K 0.02% 144
2017
Q3 		$33K Hold
278
– – 0.02% 146
2017
Q2 		$32K Hold
278
– – 0.02% 148
2017
Q1 		$32K Buy
+278
New +$31.9K 0.02% 158

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Armbruster Capital Management's IWD Position: Q1 2018 in Review

Armbruster Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2018, closing a stake of 306 shares — an estimated $38K sold.

Armbruster Capital Management first reported a position in IWD in Q1 2017 and held it in 4 quarters. The position peaked at $38K in Q4 2017. 831 funds tracked by Wall St. Rank hold IWD as of Q1 2018.

  • Armbruster Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2018 after selling out during the quarter.
  • Armbruster Capital Management sold 306 iShares Russell 1000 Value ETF shares in Q1 2018, an estimated $38K.
  • Armbruster Capital Management first reported a position in iShares Russell 1000 Value ETF in Q1 2017 and held it in 4 quarters.
  • Armbruster Capital Management's iShares Russell 1000 Value ETF position peaked at $38K in Q4 2017.
  • 831 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2018.

Based on Armbruster Capital Management's 13F filing for Q1 2018, filed 18 Apr 2018.