Forefront Analytics’s iShares Russell 1000 Value ETF IWD Stock Holding History

Forefront Analytics’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 Q2	–	Sell	-117	Closed	-$11.6K	–	99
2020 Q1	$11.6K	Buy	+117	New	+$14.6K	0.01%	91
2018 Q4	–	Sell	-7,918	Closed	-$1M	–	48
2018 Q3	$1M	Sell	7,918 -1,033	-12%	-$130K	0.46%	35
2018 Q2	$1.09M	Buy	8,951 +1,716	+24%	+$209K	0.51%	35
2018 Q1	$868K	Sell	7,235 -1,002	-12%	-$125K	0.49%	36
2017 Q4	$1.02M	Buy	+8,237	New	+$998K	0.61%	35

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

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

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

Forefront Analytics's IWD Position: Q2 2020 in Review

Forefront Analytics sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2020, closing a stake of 117 shares — an estimated $11.6K sold.

Forefront Analytics first reported a position in IWD in Q4 2017 and held it in 5 quarters. The position peaked at $1.09M in Q2 2018. 987 funds tracked by Wall St. Rank hold IWD as of Q2 2020.

Forefront Analytics reported no remaining iShares Russell 1000 Value ETF position as of Q2 2020 after selling out during the quarter.
Forefront Analytics sold 117 iShares Russell 1000 Value ETF shares in Q2 2020, an estimated $11.6K.
Forefront Analytics first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and held it in 5 quarters.
Forefront Analytics's iShares Russell 1000 Value ETF position peaked at $1.09M in Q2 2018.
987 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2020.

Based on Forefront Analytics's 13F filing for Q2 2020, filed 10 Aug 2020.