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

Avestar Capital’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	-21,100	Closed	-$2.38M	–	240
2020 Q2	$2.38M	Sell	21,100 -475	-2%	-$52.2K	1.05%	16
2020 Q1	$2.14M	Sell	21,575 -5,895	-21%	-$735K	1.17%	18
2019 Q4	$3.75M	Hold	27,470	–	–	2.12%	8
2019 Q3	$3.52M	Sell	27,470 -980	-3%	-$125K	2.19%	9
2019 Q2	$3.61M	Sell	28,450 -931	-3%	-$117K	2.29%	7
2019 Q1	$3.62M	Sell	29,381 -16,205	-36%	-$1.95M	2.38%	7
2018 Q4	$5.05M	Buy	45,586 +45,265	+14,101%	+$5.42M	3.45%	7
2018 Q3	$40K	Hold	321	–	–	0.02%	294
2018 Q2	$38K	Hold	321	–	–	0.02%	296
2018 Q1	$38K	Hold	321	–	–	0.02%	273
2017 Q4	$39K	Buy	+321	New	+$38.9K	0.03%	273

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avestar Capital's IWD Position: Q3 2020 in Review

Avestar Capital sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2020, closing a stake of 21,100 shares — an estimated $2.38M sold.

Avestar Capital first reported a position in IWD in Q4 2017 and held it in 11 quarters. The position peaked at $5.05M in Q4 2018. 1,000 funds tracked by Wall St. Rank hold IWD as of Q3 2020.

Avestar Capital reported no remaining iShares Russell 1000 Value ETF position as of Q3 2020 after selling out during the quarter.
Avestar Capital sold 21,100 iShares Russell 1000 Value ETF shares in Q3 2020, an estimated $2.38M.
Avestar Capital first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and held it in 11 quarters.
Avestar Capital's iShares Russell 1000 Value ETF position peaked at $5.05M in Q4 2018.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2020.

Based on Avestar Capital's 13F filing for Q3 2020, filed 29 Oct 2020.