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Baker Boyer National Bank’s iShares Russell 1000 Value ETF IWD Stock Holding History

Baker Boyer National Bank’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 		$398K Hold
3,317
– – 1.21% 30
2017
Q4 		$412K Hold
3,317
– – 1.24% 26
2017
Q3 		$393K Buy
+3,317
New +$386K 1.3% 26

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

Baker Boyer National Bank's IWD Position: Q1 2018 in Review

Baker Boyer National Bank held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2018 at 3,317 shares worth $398K. The position accounts for 1.21% of the portfolio, ranked #30.

Baker Boyer National Bank first reported a position in IWD in Q3 2017 and has held it in 3 quarters since. The position peaked at $412K in Q4 2017. 831 funds tracked by Wall St. Rank hold IWD as of Q1 2018.

  • Baker Boyer National Bank held 3,317 shares of iShares Russell 1000 Value ETF worth $398K as of Q1 2018.
  • Baker Boyer National Bank left its iShares Russell 1000 Value ETF share count unchanged in Q1 2018.
  • iShares Russell 1000 Value ETF made up 1.21% of Baker Boyer National Bank's portfolio in Q1 2018, its #30 holding.
  • Baker Boyer National Bank first reported a position in iShares Russell 1000 Value ETF in Q3 2017 and has held it in 3 quarters since.
  • Baker Boyer National Bank's iShares Russell 1000 Value ETF position peaked at $412K in Q4 2017.
  • 831 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2018.

Based on Baker Boyer National Bank's 13F filing for Q1 2018, filed 19 Apr 2018.