GFS Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

GFS Private Wealth’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
2017 Q4	$10.8M	Buy	+87,189	New	+$10.6M	3.72%	12

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GFS Private Wealth's IWD Position: Q4 2017 in Review

GFS Private Wealth opened a new position in iShares Russell 1000 Value ETF (IWD) in Q4 2017: 87,189 shares worth $10.8M. The stake represents 3.72% of the portfolio and ranks #12 among its holdings.

857 funds tracked by Wall St. Rank hold IWD as of Q4 2017.

GFS Private Wealth held 87,189 shares of iShares Russell 1000 Value ETF worth $10.8M as of Q4 2017.
iShares Russell 1000 Value ETF was a new GFS Private Wealth position in Q4 2017.
iShares Russell 1000 Value ETF made up 3.72% of GFS Private Wealth's portfolio in Q4 2017, its #12 holding.
857 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.