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

Chapwood Capital Investment 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
2019 Q4	$365K	Buy	+2,678	New	+$353K	0.37%	43

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Chapwood Capital Investment Management's IWD Position: Q4 2019 in Review

Chapwood Capital Investment Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q4 2019: 2,678 shares worth $365K. The stake represents 0.37% of the portfolio and ranks #43 among its holdings.

1,110 funds tracked by Wall St. Rank hold IWD as of Q4 2019.

Chapwood Capital Investment Management held 2,678 shares of iShares Russell 1000 Value ETF worth $365K as of Q4 2019.
iShares Russell 1000 Value ETF was a new Chapwood Capital Investment Management position in Q4 2019.
iShares Russell 1000 Value ETF made up 0.37% of Chapwood Capital Investment Management's portfolio in Q4 2019, its #43 holding.
1,110 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2019.

Based on Chapwood Capital Investment Management's 13F filing for Q4 2019, filed 21 Jan 2020.