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BB&T Investment Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

BB&T Investment Services’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 		$18K Hold
145
– – ﹤0.01% 835
2017
Q3 		$17K Sell
145
-30
-17% -$3.5K ﹤0.01% 753
2017
Q2 		$20K Hold
175
– – 0.01% 659
2017
Q1 		$20K Hold
175
– – 0.01% 567
2016
Q4 		$19K Buy
+175
New +$18.9K 0.01% 436

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

BB&T Investment Services's IWD Position: Q4 2017 in Review

BB&T Investment Services held its iShares Russell 1000 Value ETF (IWD) position steady in Q4 2017 at 145 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

BB&T Investment Services first reported a position in IWD in Q4 2016 and has held it in 5 quarters since. The position peaked at $20K in Q2 2017. 857 funds tracked by Wall St. Rank hold IWD as of Q4 2017.

  • BB&T Investment Services held 145 shares of iShares Russell 1000 Value ETF worth $18K as of Q4 2017.
  • BB&T Investment Services left its iShares Russell 1000 Value ETF share count unchanged in Q4 2017.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #835 holding.
  • BB&T Investment Services first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's iShares Russell 1000 Value ETF position peaked at $20K in Q2 2017.
  • 857 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.