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

Elm 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
2018
Q4 		– Sell
-250
Closed -$32K – 174
2018
Q3 		$32K Buy
+250
New +$31.4K 0.02% 188

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Elm Advisors's IWD Position: Q4 2018 in Review

Elm Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2018, closing a stake of 250 shares — an estimated $32K sold.

Elm Advisors first reported a position in IWD in Q3 2018 and held it in 1 quarter. The position peaked at $32K in Q3 2018. 955 funds tracked by Wall St. Rank hold IWD as of Q4 2018.

  • Elm Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Elm Advisors sold 250 iShares Russell 1000 Value ETF shares in Q4 2018, an estimated $32K.
  • Elm Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and held it in 1 quarter.
  • Elm Advisors's iShares Russell 1000 Value ETF position peaked at $32K in Q3 2018.
  • 955 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2018.

Based on Elm Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.