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

Aurora Financial 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
2017 Q4	$576K	Buy	+4,639	New	+$562K	0.41%	89

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aurora Financial Advisors's IWD Position: Q4 2017 in Review

Aurora Financial Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q4 2017: 4,639 shares worth $576K. The stake represents 0.41% of the portfolio and ranks #89 among its holdings.

857 funds tracked by Wall St. Rank hold IWD as of Q4 2017.

Aurora Financial Advisors held 4,639 shares of iShares Russell 1000 Value ETF worth $576K as of Q4 2017.
iShares Russell 1000 Value ETF was a new Aurora Financial Advisors position in Q4 2017.
iShares Russell 1000 Value ETF made up 0.41% of Aurora Financial Advisors's portfolio in Q4 2017, its #89 holding.
857 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2017.

Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.