Exchange Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Exchange Capital Management’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 Q3	–	Sell	-1,216	Closed	-$148K	–	316
2018 Q2	$148K	Buy	+1,216	New	+$148K	0.04%	133
2015 Q1	–	Sell	-7,747	Closed	-$809K	–	210
2014 Q4	$809K	Buy	7,747 +6,699	+639%	+$683K	0.34%	65
2014 Q3	$105K	Buy	+1,048	New	+$106K	0.05%	78

Other funds holding IWD

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

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

EFS

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Exchange Capital Management's IWD Position: Q3 2018 in Review

Exchange Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2018, closing a stake of 1,216 shares — an estimated $148K sold.

Exchange Capital Management first reported a position in IWD in Q3 2014 and held it in 3 quarters. The position peaked at $809K in Q4 2014. 859 funds tracked by Wall St. Rank hold IWD as of Q3 2018.

Exchange Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2018 after selling out during the quarter.
Exchange Capital Management sold 1,216 iShares Russell 1000 Value ETF shares in Q3 2018, an estimated $148K.
Exchange Capital Management first reported a position in iShares Russell 1000 Value ETF in Q3 2014 and held it in 3 quarters.
Exchange Capital Management's iShares Russell 1000 Value ETF position peaked at $809K in Q4 2014.
859 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2018.

Based on Exchange Capital Management's 13F filing for Q3 2018, filed 25 Oct 2018.