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

Clarfeld 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
2018 Q4	$495K	Buy	+4,453	New	+$534K	0.41%	28

Other funds holding IWD

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

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

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

Clarfeld Financial Advisors's IWD Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q4 2018: 4,453 shares worth $495K. The stake represents 0.41% of the portfolio and ranks #28 among its holdings.

956 funds tracked by Wall St. Rank hold IWD as of Q4 2018.

Clarfeld Financial Advisors held 4,453 shares of iShares Russell 1000 Value ETF worth $495K as of Q4 2018.
iShares Russell 1000 Value ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares Russell 1000 Value ETF made up 0.41% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #28 holding.
956 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.