Biegel & Waller’s iShares Russell 1000 Value ETF IWD Stock Holding History

Biegel & Waller’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
2019 Q3	$2.84M	Buy	22,148 +185	+0.8%	+$23.5K	1.59%	16
2019 Q2	$2.79M	Sell	21,963 -367	-2%	-$45.9K	1.43%	17
2019 Q1	$2.76M	Sell	22,330 -612	-3%	-$73.6K	1.42%	16
2018 Q4	$2.55M	Buy	22,942 +2,465	+12%	+$295K	1.51%	17
2018 Q3	$2.59M	Buy	20,477 +413	+2%	+$51.9K	1.5%	15
2018 Q2	$2.44M	Sell	20,064 -3	-0%	-$365	1.52%	15
2018 Q1	$2.41M	Sell	20,067 -859	-4%	-$107K	1.53%	14
2017 Q4	$2.6M	Buy	20,926 +4,460	+27%	+$540K	1.51%	15
2017 Q3	$1.95M	Buy	+16,466	New	+$1.92M	1.23%	14

Other funds holding IWD

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Biegel & Waller's IWD Position: Q3 2019 in Review

Biegel & Waller increased its iShares Russell 1000 Value ETF (IWD) stake by 0.84% in Q3 2019, buying an estimated $23.5K and bringing the position to 22,148 shares worth $2.84M. The position accounts for 1.59% of the portfolio, ranked #16.

Biegel & Waller first reported a position in IWD in Q3 2017 and has held it in 9 quarters since. 963 funds tracked by Wall St. Rank hold IWD as of Q3 2019.

Biegel & Waller held 22,148 shares of iShares Russell 1000 Value ETF worth $2.84M as of Q3 2019.
Biegel & Waller bought 185 iShares Russell 1000 Value ETF shares in Q3 2019, an estimated $23.5K.
iShares Russell 1000 Value ETF made up 1.59% of Biegel & Waller's portfolio in Q3 2019, its #16 holding.
Biegel & Waller first reported a position in iShares Russell 1000 Value ETF in Q3 2017 and has held it in 9 quarters since.
963 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.