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Bridges Investment Counsel’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bridges Investment Counsel’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
2017
Q4 		$567K Buy
4,555
+180
+4% +$21.8K 0.31% 79
2017
Q3 		$519K Sell
4,375
-11,735
-73% -$1.37M 0.29% 80
2017
Q2 		$1.88M Buy
16,110
+815
+5% +$93.8K 0.43% 67
2017
Q1 		$1.76M Buy
15,295
+290
+2% +$33.3K 0.51% 52
2016
Q4 		$1.68M Buy
15,005
+8,160
+119% +$882K 0.41% 70
2016
Q3 		$723K Buy
6,845
+475
+7% +$50.1K 0.15% 100
2016
Q2 		$657K Buy
6,370
+500
+9% +$50.5K 0.14% 104
2016
Q1 		$580K Sell
5,870
-192,432
-97% -$18M 0.13% 108
2015
Q4 		$20.5M Hold
198,302
– – 3.55% 6
2015
Q3 		$20.5M Buy
198,302
+192,857
+3,542% +$19.1M 3.55% 6
2015
Q2 		$562K Hold
5,445
– – 0.13% 113
2015
Q1 		$562K Hold
5,445
– – 0.13% 117
2014
Q4 		$569K Sell
5,445
-160
-3% -$16.3K 0.13% 117
2014
Q3 		$561K Sell
5,605
-300
-5% -$30.4K 0.13% 117
2014
Q2 		$598K Sell
5,905
-220
-4% -$21.6K 0.14% 117
2014
Q1 		$591K Sell
6,125
-190
-3% -$17.8K 0.14% 113
2013
Q4 		$594K Sell
6,315
-160
-2% -$14.5K 0.14% 114
2013
Q3 		$558K Buy
6,475
+260
+4% +$22.6K 0.14% 113
2013
Q2 		$520K Buy
+6,215
New +$518K 0.13% 116

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bridges Investment Counsel's IWD Position: Q4 2017 in Review

Bridges Investment Counsel increased its iShares Russell 1000 Value ETF (IWD) stake by 4.1% in Q4 2017, buying an estimated $21.8K and bringing the position to 4,555 shares worth $567K. The position accounts for 0.31% of the portfolio, ranked #79.

Bridges Investment Counsel first reported a position in IWD in Q2 2013 and has held it in 19 quarters since. The position peaked at $20.5M in Q4 2015. 856 funds tracked by Wall St. Rank hold IWD as of Q4 2017.

  • Bridges Investment Counsel held 4,555 shares of iShares Russell 1000 Value ETF worth $567K as of Q4 2017.
  • Bridges Investment Counsel bought 180 iShares Russell 1000 Value ETF shares in Q4 2017, an estimated $21.8K.
  • iShares Russell 1000 Value ETF made up 0.31% of Bridges Investment Counsel's portfolio in Q4 2017, its #79 holding.
  • Bridges Investment Counsel first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 19 quarters since.
  • Bridges Investment Counsel's iShares Russell 1000 Value ETF position peaked at $20.5M in Q4 2015.
  • 856 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.