Frontier Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Frontier Wealth 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
2020 Q4	–	Sell	-4,880	Closed	-$576K	–	384
2020 Q3	$576K	Sell	4,880 -690	-12%	-$81.8K	0.05%	198
2020 Q2	$627K	Sell	5,570 -1,458	-21%	-$160K	0.06%	187
2020 Q1	$697K	Buy	+7,028	New	+$876K	0.11%	152

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Frontier Wealth Management's IWD Position: Q4 2020 in Review

Frontier Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2020, closing a stake of 4,880 shares — an estimated $576K sold.

Frontier Wealth Management first reported a position in IWD in Q1 2020 and held it in 3 quarters. The position peaked at $697K in Q1 2020. 1,151 funds tracked by Wall St. Rank hold IWD as of Q4 2020.

Frontier Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2020 after selling out during the quarter.
Frontier Wealth Management sold 4,880 iShares Russell 1000 Value ETF shares in Q4 2020, an estimated $576K.
Frontier Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and held it in 3 quarters.
Frontier Wealth Management's iShares Russell 1000 Value ETF position peaked at $697K in Q1 2020.
1,151 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2020.

Based on Frontier Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.