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Arrow Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Arrow Financial’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
Q3 		– Sell
-55
Closed -$6K – 308
2020
Q2 		$6K Buy
+55
New +$6.05K ﹤0.01% 283
2014
Q4 		– Sell
-101
Closed -$10K – 367
2014
Q3 		$10K Buy
+101
New +$10.2K ﹤0.01% 314

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arrow Financial's IWD Position: Q3 2020 in Review

Arrow Financial sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2020, closing a stake of 55 shares — an estimated $6K sold.

Arrow Financial first reported a position in IWD in Q3 2014 and held it in 2 quarters. The position peaked at $10K in Q3 2014. 1,000 funds tracked by Wall St. Rank hold IWD as of Q3 2020.

  • Arrow Financial reported no remaining iShares Russell 1000 Value ETF position as of Q3 2020 after selling out during the quarter.
  • Arrow Financial sold 55 iShares Russell 1000 Value ETF shares in Q3 2020, an estimated $6K.
  • Arrow Financial first reported a position in iShares Russell 1000 Value ETF in Q3 2014 and held it in 2 quarters.
  • Arrow Financial's iShares Russell 1000 Value ETF position peaked at $10K in Q3 2014.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2020.

Based on Arrow Financial's 13F filing for Q3 2020, filed 6 Nov 2020.