First Interstate Bank’s iShares Russell 1000 Value ETF IWD Stock Holding History

First Interstate Bank’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 Q1	–	Sell	-160	Closed	-$22K	–	332
2019 Q4	$22K	Hold	160	–	–	﹤0.01%	350
2019 Q3	$21K	Hold	160	–	–	﹤0.01%	416
2019 Q2	$20K	Hold	160	–	–	﹤0.01%	464
2019 Q1	$20K	Hold	160	–	–	﹤0.01%	461
2018 Q4	$18K	Hold	160	–	–	﹤0.01%	454
2018 Q3	$20K	Hold	160	–	–	﹤0.01%	479
2018 Q2	$19K	Hold	160	–	–	﹤0.01%	494
2018 Q1	$19K	Hold	160	–	–	﹤0.01%	495
2017 Q4	$20K	Hold	160	–	–	﹤0.01%	485
2017 Q3	$19K	Sell	160 -29,000	-99%	-$3.38M	﹤0.01%	471
2017 Q2	$3.4M	Hold	29,160	–	–	0.7%	43
2017 Q1	$3.35M	Hold	29,160	–	–	0.69%	44
2016 Q4	$3.27M	Sell	29,160 -245	-0.8%	-$26.5K	0.64%	43
2016 Q3	$3.11M	Sell	29,405 -800	-3%	-$84.3K	0.64%	41
2016 Q2	$3.12M	Sell	30,205 -35	-0.1%	-$3.53K	0.65%	44
2016 Q1	$2.99M	Buy	30,240 +35	+0.1%	+$3.28K	0.63%	44
2015 Q4	$2.96M	Hold	30,205	–	–	0.61%	44
2015 Q3	$2.82M	Buy	+30,205	New	+$3M	0.6%	44

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

First Interstate Bank's IWD Position: Q1 2020 in Review

First Interstate Bank sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2020, closing a stake of 160 shares — an estimated $22K sold.

First Interstate Bank first reported a position in IWD in Q3 2015 and held it in 18 quarters. The position peaked at $3.4M in Q2 2017. 991 funds tracked by Wall St. Rank hold IWD as of Q1 2020.

First Interstate Bank reported no remaining iShares Russell 1000 Value ETF position as of Q1 2020 after selling out during the quarter.
First Interstate Bank sold 160 iShares Russell 1000 Value ETF shares in Q1 2020, an estimated $22K.
First Interstate Bank first reported a position in iShares Russell 1000 Value ETF in Q3 2015 and held it in 18 quarters.
First Interstate Bank's iShares Russell 1000 Value ETF position peaked at $3.4M in Q2 2017.
991 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2020.

Based on First Interstate Bank's 13F filing for Q1 2020, filed 11 May 2020.