CCB
IWD icon

Cutter & Co Brokerage’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cutter & Co Brokerage’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
2014
Q3 		– Sell
-16,337
Closed -$1.66M – 251
2014
Q2 		$1.66M Buy
+16,337
New +$1.6M 0.61% 57

Other funds holding IWD

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Cutter & Co Brokerage's IWD Position: Q3 2014 in Review

Cutter & Co Brokerage sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2014, closing a stake of 16,337 shares — an estimated $1.66M sold.

Cutter & Co Brokerage first reported a position in IWD in Q2 2014 and held it in 1 quarter. The position peaked at $1.66M in Q2 2014. 459 funds tracked by Wall St. Rank hold IWD as of Q3 2014.

  • Cutter & Co Brokerage reported no remaining iShares Russell 1000 Value ETF position as of Q3 2014 after selling out during the quarter.
  • Cutter & Co Brokerage sold 16,337 iShares Russell 1000 Value ETF shares in Q3 2014, an estimated $1.66M.
  • Cutter & Co Brokerage first reported a position in iShares Russell 1000 Value ETF in Q2 2014 and held it in 1 quarter.
  • Cutter & Co Brokerage's iShares Russell 1000 Value ETF position peaked at $1.66M in Q2 2014.
  • 459 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2014.

Based on Cutter & Co Brokerage's 13F filing for Q3 2014, filed 7 Nov 2014.