CWA
IWD icon

Cypress Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cypress Wealth 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
2017
Q3 		– Sell
-2,992
Closed -$348K – 69
2017
Q2 		$348K Hold
2,992
– – 0.41% 54
2017
Q1 		$344K Hold
2,992
– – 0.16% 121
2016
Q4 		$335K Hold
2,992
– – 0.15% 121
2016
Q3 		$316K Hold
2,992
– – 0.14% 132
2016
Q2 		$309K Hold
2,992
– – 0.15% 129
2016
Q1 		$296K Buy
2,992
+17
+0.6% +$1.59K 0.14% 134
2015
Q4 		$291K Buy
2,975
+13
+0.4% +$1.29K 0.15% 129
2015
Q3 		$276K Buy
2,962
+17
+0.6% +$1.69K 0.15% 139
2015
Q2 		$304K Buy
+2,945
New +$309K 0.18% 112

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return