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Cornerstone Advisors (Washington)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$7K Buy
60
+1
+2% +$119 ﹤0.01% 466
2020
Q2 		$7K Buy
59
+1
+2% +$110 ﹤0.01% 470
2020
Q1 		$6K Hold
58
– – ﹤0.01% 476
2019
Q4 		$8K Hold
58
– – ﹤0.01% 452
2019
Q3 		$7K Hold
58
– – ﹤0.01% 455
2019
Q2 		$7K Hold
58
– – ﹤0.01% 860
2019
Q1 		$7K Hold
58
– – ﹤0.01% 778
2018
Q4 		$6K Hold
58
– – ﹤0.01% 739
2018
Q3 		$7K Hold
58
– – ﹤0.01% 711
2018
Q2 		$7K Sell
58
-197
-77% -$24K ﹤0.01% 664
2018
Q1 		$31K Hold
255
– – 0.02% 401
2017
Q4 		$32K Hold
255
– – 0.02% 380
2017
Q3 		$30K Hold
255
– – 0.02% 387
2017
Q2 		$30K Buy
255
+197
+340% +$22.7K 0.02% 390
2017
Q1 		$7K Hold
58
– – ﹤0.01% 640
2016
Q4 		$6K Hold
58
– – 0.01% 673
2016
Q3 		$6K Buy
+58
New +$6.12K 0.01% 660
2015
Q1 		– Sell
-6,016
Closed -$628K – 799
2014
Q4 		$628K Buy
6,016
+28
+0.5% +$2.85K 0.46% 18
2014
Q3 		$599K Buy
5,988
+31
+0.5% +$3.14K 0.49% 15
2014
Q2 		$603K Sell
5,957
-238
-4% -$23.3K 0.56% 19
2014
Q1 		$598K Sell
6,195
-2,874
-32% -$269K 0.71% 13
2013
Q4 		$854K Buy
9,069
+2,856
+46% +$259K 1.2% 12
2013
Q3 		$536K Buy
6,213
+34
+0.6% +$2.95K 0.92% 11
2013
Q2 		$518K Buy
+6,179
New +$515K 1.28% 9

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cornerstone Advisors (Washington)'s IWD Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its iShares Russell 1000 Value ETF (IWD) stake by 1.7% in Q3 2020, buying an estimated $119 and bringing the position to 60 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Cornerstone Advisors (Washington) first reported a position in IWD in Q2 2013 and has held it in 24 quarters since. The position peaked at $854K in Q4 2013. 1,001 funds tracked by Wall St. Rank hold IWD as of Q3 2020.

  • Cornerstone Advisors (Washington) held 60 shares of iShares Russell 1000 Value ETF worth $7K as of Q3 2020.
  • Cornerstone Advisors (Washington) bought 1 iShares Russell 1000 Value ETF share in Q3 2020, an estimated $119.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #466 holding.
  • Cornerstone Advisors (Washington) first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 24 quarters since.
  • Cornerstone Advisors (Washington)'s iShares Russell 1000 Value ETF position peaked at $854K in Q4 2013.
  • 1,001 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.