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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return