FBL Investment Management Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

FBL Investment Management Services’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
2019 Q4	$2.98M	Hold	21,870	–	–	7.39%	4
2019 Q3	$2.81M	Hold	21,870	–	–	7.36%	4
2019 Q2	$2.78M	Sell	21,870 -135,795	-86%	-$17M	6.66%	4
2019 Q1	$18.9M	Buy	157,665 +128,665	+444%	+$15.5M	7.86%	2
2018 Q4	$3.22M	Sell	29,000 -128,665	-82%	-$15.4M	8.21%	4
2018 Q3	$18.9M	Buy	157,665 +128,665	+444%	+$16.2M	7.86%	2
2018 Q2	$3.52M	Hold	29,000	–	–	9.04%	4
2018 Q1	$3.48M	Hold	29,000	–	–	8.27%	4
2017 Q4	$3.6M	Hold	29,000	–	–	8.52%	3
2017 Q3	$3.44M	Hold	29,000	–	–	6.45%	5
2017 Q2	$3.38M	Hold	29,000	–	–	6.93%	5
2017 Q1	$3.33M	Hold	29,000	–	–	6.85%	4
2016 Q4	$3.25M	Sell	29,000 -245	-0.8%	-$26.5K	6.49%	5
2016 Q3	$3.09M	Hold	29,245	–	–	6.79%	4
2016 Q2	$3.09M	Hold	29,245	–	–	6.28%	4
2016 Q1	$2.86M	Hold	29,245	–	–	6.66%	5
2015 Q4	$2.86M	Hold	29,245	–	–	6.66%	5
2015 Q3	$2.73M	Hold	29,245	–	–	6.43%	5
2015 Q2	$3.02M	Sell	29,245 -3,779	-11%	-$396K	6.66%	5
2015 Q1	$3.4M	Sell	33,024 -1,140	-3%	-$118K	7.04%	4
2014 Q4	$3.57M	Buy	34,164 +350	+1%	+$35.7K	7.92%	3
2014 Q3	$3.38M	Hold	33,814	–	–	6.47%	4
2014 Q2	$3.42M	Sell	33,814 -169,875	-83%	-$16.7M	6.01%	4
2014 Q1	$19.7M	Buy	203,689 +10,650	+6%	+$998K	5.54%	3
2013 Q4	$18.2M	Sell	193,039 -137,739	-42%	-$12.5M	4.26%	4
2013 Q3	$28.2M	Buy	330,778 +190,839	+136%	+$16.6M	4.4%	4
2013 Q2	$11.7M	Buy	+139,939	New	+$11.7M	4.15%	5

Other funds holding IWD

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

FBL Investment Management Services's IWD Position: Q4 2019 in Review

FBL Investment Management Services held its iShares Russell 1000 Value ETF (IWD) position steady in Q4 2019 at 21,870 shares worth $2.98M. The position accounts for 7.39% of the portfolio, ranked #4.

FBL Investment Management Services first reported a position in IWD in Q2 2013 and has held it in 27 quarters since. The position peaked at $28.2M in Q3 2013. 1,110 funds tracked by Wall St. Rank hold IWD as of Q4 2019.

FBL Investment Management Services held 21,870 shares of iShares Russell 1000 Value ETF worth $2.98M as of Q4 2019.
FBL Investment Management Services left its iShares Russell 1000 Value ETF share count unchanged in Q4 2019.
iShares Russell 1000 Value ETF made up 7.39% of FBL Investment Management Services's portfolio in Q4 2019, its #4 holding.
FBL Investment Management Services first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 27 quarters since.
FBL Investment Management Services's iShares Russell 1000 Value ETF position peaked at $28.2M in Q3 2013.
1,110 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2019.

Based on FBL Investment Management Services's 13F filing for Q4 2019, filed 4 Feb 2020.