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

Brickley 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
2020 Q1	–	Sell	-3,300	Closed	-$450K	–	45
2019 Q4	$450K	Hold	3,300	–	–	0.16%	29
2019 Q3	$423K	Hold	3,300	–	–	0.17%	29
2019 Q2	$420K	Hold	3,300	–	–	0.18%	26
2019 Q1	$408K	Hold	3,300	–	–	0.18%	28
2018 Q4	$366K	Hold	3,300	–	–	0.18%	28
2018 Q3	$418K	Buy	+3,300	New	+$414K	0.2%	28

Other funds holding IWD

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 Santa Clara, California $49.2B AUM 14.31% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Brickley Wealth Management's IWD Position: Q1 2020 in Review

Brickley Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2020, closing a stake of 3,300 shares — an estimated $450K sold.

Brickley Wealth Management first reported a position in IWD in Q3 2018 and held it in 6 quarters. The position peaked at $450K in Q4 2019. 991 funds tracked by Wall St. Rank hold IWD as of Q1 2020.

Brickley Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2020 after selling out during the quarter.
Brickley Wealth Management sold 3,300 iShares Russell 1000 Value ETF shares in Q1 2020, an estimated $450K.
Brickley Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and held it in 6 quarters.
Brickley Wealth Management's iShares Russell 1000 Value ETF position peaked at $450K in Q4 2019.
991 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2020.

Based on Brickley Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.