Brave Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Brave Asset 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
2018 Q1	–	Sell	-239	Closed	-$30K	–	163
2017 Q4	$30K	Buy	+239	New	+$29K	0.02%	172
2017 Q2	–	Sell	-239	Closed	-$27K	–	164
2017 Q1	$27K	Buy	+239	New	+$27.4K	0.02%	159
2016 Q4	–	Sell	-239	Closed	-$25K	–	230
2016 Q3	$25K	Hold	239	–	–	0.02%	271
2016 Q2	$25K	Hold	239	–	–	0.02%	273
2016 Q1	$24K	Hold	239	–	–	0.02%	280
2015 Q4	$23K	Hold	239	–	–	0.02%	284
2015 Q3	$22K	Hold	239	–	–	0.02%	280
2015 Q2	$25K	Hold	239	–	–	0.02%	294
2015 Q1	$25K	Hold	239	–	–	0.02%	289
2014 Q4	$25K	Hold	239	–	–	0.02%	291
2014 Q3	$24K	Hold	239	–	–	0.02%	285
2014 Q2	$24K	Hold	239	–	–	0.02%	287
2014 Q1	$23K	Hold	239	–	–	0.02%	285
2013 Q4	$23K	Buy	+239	New	+$21.7K	0.02%	274

Other funds holding IWD

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Brave Asset Management's IWD Position: Q1 2018 in Review

Brave Asset Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2018, closing a stake of 239 shares — an estimated $30K sold.

Brave Asset Management first reported a position in IWD in Q4 2013 and held it in 14 quarters. The position peaked at $30K in Q4 2017. 831 funds tracked by Wall St. Rank hold IWD as of Q1 2018.

Brave Asset Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2018 after selling out during the quarter.
Brave Asset Management sold 239 iShares Russell 1000 Value ETF shares in Q1 2018, an estimated $30K.
Brave Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and held it in 14 quarters.
Brave Asset Management's iShares Russell 1000 Value ETF position peaked at $30K in Q4 2017.
831 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2018.

Based on Brave Asset Management's 13F filing for Q1 2018, filed 26 Apr 2018.