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IWD icon

FutureAdvisor’s iShares Russell 1000 Value ETF IWD Stock Holding History

FutureAdvisor’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
2015
Q3 		$915K Sell
9,810
-401
-4% -$39.8K 0.15% 37
2015
Q2 		$1.06M Buy
10,211
+592
+6% +$62.1K 0.19% 37
2015
Q1 		$995K Buy
9,619
+3,767
+64% +$390K 0.24% 36
2014
Q4 		$612K Buy
+5,852
New +$597K 0.21% 37

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

FutureAdvisor's IWD Position: Q3 2015 in Review

FutureAdvisor reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.9% in Q3 2015, selling an estimated $39.8K and leaving 9,810 shares worth $915K. The position accounts for 0.15% of the portfolio, ranked #37.

FutureAdvisor first reported a position in IWD in Q4 2014 and has held it in 4 quarters since. The position peaked at $1.06M in Q2 2015. 505 funds tracked by Wall St. Rank hold IWD as of Q3 2015.

  • FutureAdvisor held 9,810 shares of iShares Russell 1000 Value ETF worth $915K as of Q3 2015.
  • FutureAdvisor sold 401 iShares Russell 1000 Value ETF shares in Q3 2015, an estimated $39.8K.
  • iShares Russell 1000 Value ETF made up 0.15% of FutureAdvisor's portfolio in Q3 2015, its #37 holding.
  • FutureAdvisor first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and has held it in 4 quarters since.
  • FutureAdvisor's iShares Russell 1000 Value ETF position peaked at $1.06M in Q2 2015.
  • 505 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.