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Cavalier Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cavalier Investments’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
-1,981
Closed -$228K – 161
2017
Q2 		$228K Hold
1,981
– – 0.13% 132
2017
Q1 		$228K Sell
1,981
-8,894
-82% -$1.02M 0.13% 136
2016
Q4 		$1.22M Sell
10,875
-1,818
-14% -$197K 0.78% 20
2016
Q3 		$1.34M Buy
+12,693
New +$1.34M 0.81% 28

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cavalier Investments's IWD Position: Q3 2017 in Review

Cavalier Investments sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2017, closing a stake of 1,981 shares — an estimated $228K sold.

Cavalier Investments first reported a position in IWD in Q3 2016 and held it in 4 quarters. The position peaked at $1.34M in Q3 2016. 714 funds tracked by Wall St. Rank hold IWD as of Q3 2017.

  • Cavalier Investments reported no remaining iShares Russell 1000 Value ETF position as of Q3 2017 after selling out during the quarter.
  • Cavalier Investments sold 1,981 iShares Russell 1000 Value ETF shares in Q3 2017, an estimated $228K.
  • Cavalier Investments first reported a position in iShares Russell 1000 Value ETF in Q3 2016 and held it in 4 quarters.
  • Cavalier Investments's iShares Russell 1000 Value ETF position peaked at $1.34M in Q3 2016.
  • 714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2017.

Based on Cavalier Investments's 13F filing for Q3 2017, filed 2 Nov 2017.