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Garrett Wealth Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Garrett Wealth Advisory 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
Q4 		– Sell
-508
Closed -$65.1K – 348
2019
Q3 		$65.1K Buy
+508
New +$64.6K 0.05% 114

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Garrett Wealth Advisory Group's IWD Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2019, closing a stake of 508 shares — an estimated $65.1K sold.

Garrett Wealth Advisory Group first reported a position in IWD in Q3 2019 and held it in 1 quarter. The position peaked at $65.1K in Q3 2019. 1,109 funds tracked by Wall St. Rank hold IWD as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining iShares Russell 1000 Value ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 508 iShares Russell 1000 Value ETF shares in Q4 2019, an estimated $65.1K.
  • Garrett Wealth Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's iShares Russell 1000 Value ETF position peaked at $65.1K in Q3 2019.
  • 1,109 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.