Bridgewater Wealth & Financial Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bridgewater Wealth & Financial 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
2017 Q3	–	Sell	-2,209	Closed	-$257K	–	68
2017 Q2	$257K	Sell	2,209 -880	-28%	-$101K	0.09%	101
2017 Q1	$355K	Sell	3,089 -165	-5%	-$18.9K	0.13%	70
2016 Q4	$365K	Sell	3,254 -79	-2%	-$8.54K	0.14%	71
2016 Q3	$352K	Sell	3,333 -214	-6%	-$22.6K	0.13%	71
2016 Q2	$366K	Hold	3,547	–	–	0.13%	72
2016 Q1	$350K	Sell	3,547 -391	-10%	-$36.6K	0.13%	72
2015 Q4	$385K	Buy	3,938 +187	+5%	+$18.6K	0.15%	59
2015 Q3	$350K	Sell	3,751 -368	-9%	-$36.5K	0.15%	62
2015 Q2	$425K	Buy	4,119 +11	+0.3%	+$1.15K	0.18%	57
2015 Q1	$423K	Buy	4,108 +61	+2%	+$6.32K	0.18%	57
2014 Q4	$423K	Buy	+4,047	New	+$413K	0.17%	69

Other funds holding IWD

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

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 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bridgewater Wealth & Financial Management's IWD Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2017, closing a stake of 2,209 shares — an estimated $257K sold.

Bridgewater Wealth & Financial Management first reported a position in IWD in Q4 2014 and held it in 11 quarters. The position peaked at $425K in Q2 2015. 713 funds tracked by Wall St. Rank hold IWD as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 2,209 iShares Russell 1000 Value ETF shares in Q3 2017, an estimated $257K.
Bridgewater Wealth & Financial Management first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and held it in 11 quarters.
Bridgewater Wealth & Financial Management's iShares Russell 1000 Value ETF position peaked at $425K in Q2 2015.
713 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.