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Brandywine Oak Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-1,210
Closed -$83K – 420
2018
Q4 		$83K Buy
+1,210
New +$145K 0.02% 307

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Brandywine Oak Private Wealth's IWD Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2019, closing a stake of 1,210 shares — an estimated $83K sold.

Brandywine Oak Private Wealth first reported a position in IWD in Q4 2018 and held it in 1 quarter. The position peaked at $83K in Q4 2018. 958 funds tracked by Wall St. Rank hold IWD as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining iShares Russell 1000 Value ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,210 iShares Russell 1000 Value ETF shares in Q1 2019, an estimated $83K.
  • Brandywine Oak Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's iShares Russell 1000 Value ETF position peaked at $83K in Q4 2018.
  • 958 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.