Capstone Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Capstone Financial Advisors’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
2019 Q1	–	Sell	-3,495	Closed	-$388K	–	102
2018 Q4	$388K	Buy	+3,495	New	+$419K	0.08%	50
2015 Q2	–	Sell	-2,819	Closed	-$291K	–	104
2015 Q1	$291K	Buy	2,819 +7	+0.2%	+$725	0.11%	59
2014 Q4	$294K	Buy	2,812 +9	+0.3%	+$918	0.09%	55
2014 Q3	$281K	Buy	2,803 +15	+0.5%	+$1.52K	0.17%	44
2014 Q2	$282K	Buy	2,788 +299	+12%	+$29.3K	0.2%	41
2014 Q1	$240K	Buy	+2,489	New	+$233K	0.15%	44

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

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

Capstone Financial Advisors's IWD Position: Q1 2019 in Review

Capstone Financial Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2019, closing a stake of 3,495 shares — an estimated $388K sold.

Capstone Financial Advisors first reported a position in IWD in Q1 2014 and held it in 6 quarters. The position peaked at $388K in Q4 2018. 958 funds tracked by Wall St. Rank hold IWD as of Q1 2019.

Capstone Financial Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2019 after selling out during the quarter.
Capstone Financial Advisors sold 3,495 iShares Russell 1000 Value ETF shares in Q1 2019, an estimated $388K.
Capstone Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2014 and held it in 6 quarters.
Capstone Financial Advisors's iShares Russell 1000 Value ETF position peaked at $388K in Q4 2018.
958 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2019.

Based on Capstone Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.