Boys Arnold & Co’s iShares Russell 1000 Value ETF IWD Stock Holding History

Boys Arnold & Co’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 Q2	–	Sell	-3,816	Closed	-$378K	–	110
2020 Q1	$378K	Hold	3,816	–	–	0.07%	186
2019 Q4	$521K	Sell	3,816 -57	-1%	-$7.51K	0.07%	195
2019 Q3	$496K	Hold	3,873	–	–	0.07%	192
2019 Q2	$493K	Buy	3,873 +2,186	+130%	+$274K	0.07%	201
2019 Q1	$208K	Buy	+1,687	New	+$203K	0.03%	264
2018 Q4	–	Sell	-1,687	Closed	-$214K	–	275
2018 Q3	$214K	Hold	1,687	–	–	0.03%	270
2018 Q2	$205K	Hold	1,687	–	–	0.03%	269
2018 Q1	$205K	Buy	1,687 +57	+3%	+$7.11K	0.03%	277
2017 Q4	$203K	Buy	+1,630	New	+$198K	0.03%	269

Other funds holding IWD

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

Morgan Stanley New York $1.89T AUM 35.08% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Boys Arnold & Co's IWD Position: Q2 2020 in Review

Boys Arnold & Co sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2020, closing a stake of 3,816 shares — an estimated $378K sold.

Boys Arnold & Co first reported a position in IWD in Q4 2017 and held it in 9 quarters. The position peaked at $521K in Q4 2019. 988 funds tracked by Wall St. Rank hold IWD as of Q2 2020.

Boys Arnold & Co reported no remaining iShares Russell 1000 Value ETF position as of Q2 2020 after selling out during the quarter.
Boys Arnold & Co sold 3,816 iShares Russell 1000 Value ETF shares in Q2 2020, an estimated $378K.
Boys Arnold & Co first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and held it in 9 quarters.
Boys Arnold & Co's iShares Russell 1000 Value ETF position peaked at $521K in Q4 2019.
988 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.