D.B. Root & Company’s iShares Russell 1000 Value ETF IWD Stock Holding History

D.B. Root & Company’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 Q4	–	Sell	-4,511	Closed	-$532K	–	209
2020 Q3	$532K	Buy	4,511 +1,335	+42%	+$158K	0.21%	123
2020 Q2	$357K	Hold	3,176	–	–	0.16%	155
2020 Q1	$314K	Sell	3,176 -428	-12%	-$53.3K	0.16%	151
2019 Q4	$491K	Buy	3,604 +350	+11%	+$46.1K	0.22%	128
2019 Q3	$417K	Hold	3,254	–	–	0.19%	134
2019 Q2	$413K	Sell	3,254 -1,467	-31%	-$184K	0.18%	132
2019 Q1	$583K	Sell	4,721 -122	-3%	-$14.7K	0.25%	111
2018 Q4	$538K	Buy	4,843 +724	+18%	+$86.8K	0.27%	105
2018 Q3	$522K	Hold	4,119	–	–	0.23%	122
2018 Q2	$500K	Buy	+4,119	New	+$501K	0.24%	133

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.B. Root & Company's IWD Position: Q4 2020 in Review

D.B. Root & Company sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2020, closing a stake of 4,511 shares — an estimated $532K sold.

D.B. Root & Company first reported a position in IWD in Q2 2018 and held it in 10 quarters. The position peaked at $583K in Q1 2019. 1,151 funds tracked by Wall St. Rank hold IWD as of Q4 2020.

D.B. Root & Company reported no remaining iShares Russell 1000 Value ETF position as of Q4 2020 after selling out during the quarter.
D.B. Root & Company sold 4,511 iShares Russell 1000 Value ETF shares in Q4 2020, an estimated $532K.
D.B. Root & Company first reported a position in iShares Russell 1000 Value ETF in Q2 2018 and held it in 10 quarters.
D.B. Root & Company's iShares Russell 1000 Value ETF position peaked at $583K in Q1 2019.
1,151 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2020.

Based on D.B. Root & Company's 13F filing for Q4 2020, filed 9 Feb 2021.