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	–	–	0.08%	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

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

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 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