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Coyle Financial Counsel’s iShares Russell 1000 Value ETF IWD Stock Holding History

Coyle Financial Counsel’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 		– Sell
-6,813
Closed -$874K – 62
2019
Q3 		$874K Sell
6,813
-1,185
-15% -$151K 0.89% 32
2019
Q2 		$1.02M Buy
+7,998
New +$1M 0.91% 29

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coyle Financial Counsel's IWD Position: Q4 2019 in Review

Coyle Financial Counsel sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2019, closing a stake of 6,813 shares — an estimated $874K sold.

Coyle Financial Counsel first reported a position in IWD in Q2 2019 and held it in 2 quarters. The position peaked at $1.02M in Q2 2019. 1,110 funds tracked by Wall St. Rank hold IWD as of Q4 2019.

  • Coyle Financial Counsel reported no remaining iShares Russell 1000 Value ETF position as of Q4 2019 after selling out during the quarter.
  • Coyle Financial Counsel sold 6,813 iShares Russell 1000 Value ETF shares in Q4 2019, an estimated $874K.
  • Coyle Financial Counsel first reported a position in iShares Russell 1000 Value ETF in Q2 2019 and held it in 2 quarters.
  • Coyle Financial Counsel's iShares Russell 1000 Value ETF position peaked at $1.02M in Q2 2019.
  • 1,110 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2019.

Based on Coyle Financial Counsel's 13F filing for Q4 2019, filed 12 Feb 2020.