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

Braver 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
2016 Q2	–	Sell	-72,124	Closed	-$7.13M	–	147
2016 Q1	$7.13M	Buy	+72,124	New	+$6.76M	1.17%	22
2014 Q4	–	Sell	-139,183	Closed	-$13.9M	–	87
2014 Q3	$13.9M	Sell	139,183 -490	-0.4%	-$49.6K	4.19%	6
2014 Q2	$14.1M	Sell	139,673 -16,578	-11%	-$1.63M	3.65%	7
2014 Q1	$15.1M	Buy	156,251 +14,111	+10%	+$1.32M	4.32%	6
2013 Q4	$13.4M	Buy	142,140 +27,350	+24%	+$2.48M	4.63%	6
2013 Q3	$9.57M	Buy	114,790 +57,546	+101%	+$4.99M	3.3%	8
2013 Q2	$4.8M	Buy	+57,244	New	+$4.77M	2.21%	11

Other funds holding IWD

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

EFS

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Braver Wealth Management's IWD Position: Q2 2016 in Review

Braver Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2016, closing a stake of 72,124 shares — an estimated $7.13M sold.

Braver Wealth Management first reported a position in IWD in Q2 2013 and held it in 7 quarters. The position peaked at $15.1M in Q1 2014. 596 funds tracked by Wall St. Rank hold IWD as of Q2 2016.

Braver Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2016 after selling out during the quarter.
Braver Wealth Management sold 72,124 iShares Russell 1000 Value ETF shares in Q2 2016, an estimated $7.13M.
Braver Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and held it in 7 quarters.
Braver Wealth Management's iShares Russell 1000 Value ETF position peaked at $15.1M in Q1 2014.
596 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2016.

Based on Braver Wealth Management's 13F filing for Q2 2016, filed 13 Jul 2016.