BF
IWD icon

Blankinship & Foster’s iShares Russell 1000 Value ETF IWD Stock Holding History

Blankinship & Foster’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
Q1 		– Sell
-3,700
Closed -$415K – 29
2016
Q4 		$415K Buy
+3,700
New +$400K 0.39% 19

Other funds holding IWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Blankinship & Foster's IWD Position: Q1 2017 in Review

Blankinship & Foster sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2017, closing a stake of 3,700 shares — an estimated $415K sold.

Blankinship & Foster first reported a position in IWD in Q4 2016 and held it in 1 quarter. The position peaked at $415K in Q4 2016. 702 funds tracked by Wall St. Rank hold IWD as of Q1 2017.

  • Blankinship & Foster reported no remaining iShares Russell 1000 Value ETF position as of Q1 2017 after selling out during the quarter.
  • Blankinship & Foster sold 3,700 iShares Russell 1000 Value ETF shares in Q1 2017, an estimated $415K.
  • Blankinship & Foster first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and held it in 1 quarter.
  • Blankinship & Foster's iShares Russell 1000 Value ETF position peaked at $415K in Q4 2016.
  • 702 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2017.

Based on Blankinship & Foster's 13F filing for Q1 2017, filed 9 Jun 2017.