Federation des caisses Desjardins du Quebec’s iShares Russell 1000 Value ETF IWD Stock Holding History

Federation des caisses Desjardins du Quebec’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
2020 Q4	–	Sell	-9	Closed	-$1.06K	–	2355
2020 Q3	$1.06K	Sell	9 -15	-63%	-$1.78K	﹤0.01%	2041
2020 Q2	$2.7K	Hold	24	–	–	﹤0.01%	1908
2020 Q1	$2.38K	Sell	24 -50	-68%	-$6.23K	﹤0.01%	1969
2019 Q4	$10.1K	Hold	74	–	–	﹤0.01%	1884
2019 Q3	$9.49K	Hold	74	–	–	﹤0.01%	1829
2019 Q2	$9.41K	Hold	74	–	–	﹤0.01%	1863
2019 Q1	$9.14K	Hold	74	–	–	﹤0.01%	1689
2018 Q4	$8.22K	Hold	74	–	–	﹤0.01%	1667
2018 Q3	$9.37K	Hold	74	–	–	﹤0.01%	1744
2018 Q2	$8.98K	Hold	74	–	–	﹤0.01%	1775
2018 Q1	$8.88K	Sell	74 -50	-40%	-$6.23K	﹤0.01%	1741
2017 Q4	$15.4K	Hold	124	–	–	﹤0.01%	1626
2017 Q3	$14.7K	Hold	124	–	–	﹤0.01%	1591
2017 Q2	$14.4K	Buy	+124	New	+$14.3K	﹤0.01%	1645

Other funds holding IWD

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's IWD Position: Q4 2020 in Review

Federation des caisses Desjardins du Quebec sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2020, closing a stake of 9 shares — an estimated $1.06K sold.

Federation des caisses Desjardins du Quebec first reported a position in IWD in Q2 2017 and held it in 14 quarters. The position peaked at $15.4K in Q4 2017. 1,151 funds tracked by Wall St. Rank hold IWD as of Q4 2020.

Federation des caisses Desjardins du Quebec reported no remaining iShares Russell 1000 Value ETF position as of Q4 2020 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 9 iShares Russell 1000 Value ETF shares in Q4 2020, an estimated $1.06K.
Federation des caisses Desjardins du Quebec first reported a position in iShares Russell 1000 Value ETF in Q2 2017 and held it in 14 quarters.
Federation des caisses Desjardins du Quebec's iShares Russell 1000 Value ETF position peaked at $15.4K in Q4 2017.
1,151 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2020.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q4 2020, filed 30 Aug 2024.