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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Deane Retirement Strategies's IWD Position: Q2 2017 in Review

Deane Retirement Strategies sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2017, closing a stake of 6,803 shares — an estimated $782K sold.

Deane Retirement Strategies first reported a position in IWD in Q4 2014 and held it in 10 quarters. The position peaked at $1.19M in Q1 2015. 698 funds tracked by Wall St. Rank hold IWD as of Q2 2017.

Deane Retirement Strategies reported no remaining iShares Russell 1000 Value ETF position as of Q2 2017 after selling out during the quarter.
Deane Retirement Strategies sold 6,803 iShares Russell 1000 Value ETF shares in Q2 2017, an estimated $782K.
Deane Retirement Strategies first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and held it in 10 quarters.
Deane Retirement Strategies's iShares Russell 1000 Value ETF position peaked at $1.19M in Q1 2015.
698 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2017.

Based on Deane Retirement Strategies's 13F filing for Q2 2017, filed 10 Jul 2017.