FAN
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Financial Advisors Network’s iShares Russell 1000 Value ETF IWD Stock Holding History

Financial Advisors Network’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
Q1 		– Sell
-471
Closed -$53K – 267
2016
Q4 		$53K Buy
+471
New +$50.9K 0.05% 131

Other funds holding IWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Financial Advisors Network's IWD Position: Q1 2017 in Review

Financial Advisors Network sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2017, closing a stake of 471 shares — an estimated $53K sold.

Financial Advisors Network first reported a position in IWD in Q4 2016 and held it in 1 quarter. The position peaked at $53K in Q4 2016. 702 funds tracked by Wall St. Rank hold IWD as of Q1 2017.

  • Financial Advisors Network reported no remaining iShares Russell 1000 Value ETF position as of Q1 2017 after selling out during the quarter.
  • Financial Advisors Network sold 471 iShares Russell 1000 Value ETF shares in Q1 2017, an estimated $53K.
  • Financial Advisors Network first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and held it in 1 quarter.
  • Financial Advisors Network's iShares Russell 1000 Value ETF position peaked at $53K in Q4 2016.
  • 702 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2017.

Based on Financial Advisors Network's 13F filing for Q1 2017, filed 17 May 2017.