DRS
IWD icon

Deane Retirement Strategies’s iShares Russell 1000 Value ETF IWD Stock Holding History

Deane Retirement Strategies’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
Q2 		– Sell
-6,803
Closed -$782K – 74
2017
Q1 		$782K Sell
6,803
-537
-7% -$61.6K 0.65% 29
2016
Q4 		$822K Sell
7,340
-33
-0.4% -$3.57K 0.73% 31
2016
Q3 		$779K Sell
7,373
-125
-2% -$13.2K 0.71% 29
2016
Q2 		$774K Sell
7,498
-1,388
-16% -$140K 0.71% 25
2016
Q1 		$878K Sell
8,886
-319
-3% -$29.9K 0.82% 32
2015
Q4 		$901K Sell
9,205
-544
-6% -$54K 0.91% 28
2015
Q3 		$909K Sell
9,749
-1,654
-15% -$164K 0.89% 29
2015
Q2 		$0 Sell
11,403
-93
-0.8% -$9.75K ﹤0.01% 50
2015
Q1 		$1.19M Buy
11,496
+208
+2% +$21.6K 1.14% 25
2014
Q4 		$1.18M Buy
+11,288
New +$1.15M 1.13% 22

Other funds holding IWD

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
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 $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return