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Cleary Gull’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cleary Gull’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
2015
Q1 		$490K Buy
+4,755
New +$493K 0.46% 15

Other funds holding IWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Cleary Gull's IWD Position: Q1 2015 in Review

Cleary Gull opened a new position in iShares Russell 1000 Value ETF (IWD) in Q1 2015: 4,755 shares worth $490K. The stake represents 0.46% of the portfolio and ranks #15 among its holdings.

507 funds tracked by Wall St. Rank hold IWD as of Q1 2015.

  • Cleary Gull held 4,755 shares of iShares Russell 1000 Value ETF worth $490K as of Q1 2015.
  • iShares Russell 1000 Value ETF was a new Cleary Gull position in Q1 2015.
  • iShares Russell 1000 Value ETF made up 0.46% of Cleary Gull's portfolio in Q1 2015, its #15 holding.
  • 507 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.