FIM
IWD icon

Freedom Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Freedom Investment Management’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
2019
Q2 		– Sell
-1,884
Closed -$233K – 709
2019
Q1 		$233K Buy
+1,884
New +$226K 0.02% 591
2018
Q3 		– Sell
-5,299
Closed -$643K – 935
2018
Q2 		$643K Buy
5,299
+775
+17% +$94.2K 0.04% 460
2018
Q1 		$543K Sell
4,524
-9,409
-68% -$1.17M 0.03% 589
2017
Q4 		$1.73M Sell
13,933
-974
-7% -$118K 0.09% 186
2017
Q3 		$1.77M Buy
14,907
+706
+5% +$82.3K 0.1% 156
2017
Q2 		$1.65M Sell
14,201
-2,519
-15% -$290K 0.09% 167
2017
Q1 		$1.92M Sell
16,720
-2,933
-15% -$336K 0.11% 129
2016
Q4 		$2.2M Buy
19,653
+2,496
+15% +$270K 0.14% 82
2016
Q3 		$1.81M Buy
17,157
+6,308
+58% +$665K 0.12% 109
2016
Q2 		$1.12M Buy
10,849
+1,199
+12% +$121K 0.08% 194
2016
Q1 		$954K Sell
9,650
-7,404
-43% -$694K 0.07% 229
2015
Q4 		$1.67M Buy
17,054
+7,606
+81% +$755K 0.13% 107
2015
Q3 		$1.02M Sell
9,448
-13,989
-60% -$1.39M 0.1% 157
2015
Q2 		$2.42M Buy
23,437
+2,763
+13% +$290K 0.25% 54
2015
Q1 		$2.13M Buy
20,674
+858
+4% +$88.9K 0.24% 58
2014
Q4 		$2.07M Sell
19,816
-1,481
-7% -$151K 0.27% 52
2014
Q3 		$2.13M Buy
21,297
+1,503
+8% +$152K 0.38% 36
2014
Q2 		$2M Sell
19,794
-8,630
-30% -$846K 0.34% 34
2014
Q1 		$2.74M Buy
28,424
+9,360
+49% +$877K 0.59% 17
2013
Q4 		$1.79M Buy
19,064
+5,014
+36% +$455K 0.45% 29
2013
Q3 		$1.21M Sell
14,050
-12,963
-48% -$1.12M 0.35% 49
2013
Q2 		$2.26M Buy
+27,013
New +$2.25M 0.77% 18

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Freedom Investment Management's IWD Position: Q2 2019 in Review

Freedom Investment Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2019, closing a stake of 1,884 shares — an estimated $233K sold.

Freedom Investment Management first reported a position in IWD in Q2 2013 and held it in 22 quarters. The position peaked at $2.74M in Q1 2014. 966 funds tracked by Wall St. Rank hold IWD as of Q2 2019.

  • Freedom Investment Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2019 after selling out during the quarter.
  • Freedom Investment Management sold 1,884 iShares Russell 1000 Value ETF shares in Q2 2019, an estimated $233K.
  • Freedom Investment Management first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and held it in 22 quarters.
  • Freedom Investment Management's iShares Russell 1000 Value ETF position peaked at $2.74M in Q1 2014.
  • 966 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2019.

Based on Freedom Investment Management's 13F filing for Q2 2019, filed 18 Jul 2019.