Blue Chip Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Blue Chip Wealth Management’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
2020 Q3	$424K	Sell	3,585 -521	-13%	-$61.8K	0.33%	65
2020 Q2	$462K	Sell	4,106 -251	-6%	-$27.6K	0.44%	59
2020 Q1	$432K	Sell	4,357 -1,162	-21%	-$145K	0.54%	52
2019 Q4	$753K	Buy	5,519 +352	+7%	+$46.4K	0.7%	42
2019 Q3	$663K	Hold	5,167	–	–	0.69%	44
2019 Q2	$657K	Sell	5,167 -135	-3%	-$16.9K	0.69%	43
2019 Q1	$655K	Sell	5,302 -569	-10%	-$68.4K	0.74%	41
2018 Q4	$652K	Sell	5,871 -370	-6%	-$44.3K	0.86%	38
2018 Q3	$790K	Buy	6,241 +21	+0.3%	+$2.64K	0.8%	38
2018 Q2	$755K	Hold	6,220	–	–	0.82%	34
2018 Q1	$746K	Buy	+6,220	New	+$776K	0.76%	35

Other funds holding IWD

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return