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Frisch Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Frisch Financial Group’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
Q3 		– Sell
-2,694
Closed -$343K – 103
2019
Q2 		$343K Sell
2,694
-385
-13% -$48.2K 0.23% 59
2019
Q1 		$380K Buy
3,079
+16
+0.5% +$1.92K 0.23% 66
2018
Q4 		$340K Buy
+3,063
New +$367K 0.24% 64

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Frisch Financial Group's IWD Position: Q3 2019 in Review

Frisch Financial Group sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2019, closing a stake of 2,694 shares — an estimated $343K sold.

Frisch Financial Group first reported a position in IWD in Q4 2018 and held it in 3 quarters. The position peaked at $380K in Q1 2019. 963 funds tracked by Wall St. Rank hold IWD as of Q3 2019.

  • Frisch Financial Group reported no remaining iShares Russell 1000 Value ETF position as of Q3 2019 after selling out during the quarter.
  • Frisch Financial Group sold 2,694 iShares Russell 1000 Value ETF shares in Q3 2019, an estimated $343K.
  • Frisch Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and held it in 3 quarters.
  • Frisch Financial Group's iShares Russell 1000 Value ETF position peaked at $380K in Q1 2019.
  • 963 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2019.

Based on Frisch Financial Group's 13F filing for Q3 2019, filed 5 Nov 2019.