Bridgeway Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bridgeway Capital 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 Q3	–	Sell	-9,900	Closed	-$1.11M	–	1341
2020 Q2	$1.11M	Buy	+9,900	New	+$1.09M	0.02%	617
2018 Q3	–	Sell	-4,100	Closed	-$498K	–	1448
2018 Q2	$498K	Buy	+4,100	New	+$499K	0.01%	1131
2017 Q3	–	Sell	-62,300	Closed	-$7.25M	–	1428
2017 Q2	$7.25M	Buy	62,300 +38,000	+156%	+$4.37M	0.09%	177
2017 Q1	$2.79M	Sell	24,300 -13,100	-35%	-$1.5M	0.03%	454
2016 Q4	$4.19M	Buy	+37,400	New	+$4.04M	0.05%	315
2016 Q3	–	Sell	-20,600	Closed	-$2.13M	–	1458
2016 Q2	$2.13M	Buy	+20,600	New	+$2.08M	0.03%	497

Other funds holding IWD

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Bridgeway Capital Management's IWD Position: Q3 2020 in Review

Bridgeway Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2020, closing a stake of 9,900 shares — an estimated $1.11M sold.

Bridgeway Capital Management first reported a position in IWD in Q2 2016 and held it in 6 quarters. The position peaked at $7.25M in Q2 2017. 1,001 funds tracked by Wall St. Rank hold IWD as of Q3 2020.

Bridgeway Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2020 after selling out during the quarter.
Bridgeway Capital Management sold 9,900 iShares Russell 1000 Value ETF shares in Q3 2020, an estimated $1.11M.
Bridgeway Capital Management first reported a position in iShares Russell 1000 Value ETF in Q2 2016 and held it in 6 quarters.
Bridgeway Capital Management's iShares Russell 1000 Value ETF position peaked at $7.25M in Q2 2017.
1,001 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2020.

Based on Bridgeway Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.