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Fortis Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Fortis Advisors’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
2018
Q3 		– Sell
-119
Closed -$14K – 308
2018
Q2 		$14K Hold
119
– – 0.01% 261
2018
Q1 		$14K Hold
119
– – 0.01% 232
2017
Q4 		$15K Sell
119
-77
-39% -$9.33K 0.01% 214
2017
Q3 		$23K Buy
+196
New +$22.8K 0.02% 198

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fortis Advisors's IWD Position: Q3 2018 in Review

Fortis Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2018, closing a stake of 119 shares — an estimated $14K sold.

Fortis Advisors first reported a position in IWD in Q3 2017 and held it in 4 quarters. The position peaked at $23K in Q3 2017. 859 funds tracked by Wall St. Rank hold IWD as of Q3 2018.

  • Fortis Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q3 2018 after selling out during the quarter.
  • Fortis Advisors sold 119 iShares Russell 1000 Value ETF shares in Q3 2018, an estimated $14K.
  • Fortis Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2017 and held it in 4 quarters.
  • Fortis Advisors's iShares Russell 1000 Value ETF position peaked at $23K in Q3 2017.
  • 859 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2018.

Based on Fortis Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.