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Girard Securities’s iShares Russell 1000 Value ETF IWD Stock Holding History

Girard Securities’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
2016
Q3 		– Sell
-2,029
Closed -$209K – 166
2016
Q2 		$209K Buy
+2,029
New +$205K 0.19% 140

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Girard Securities's IWD Position: Q3 2016 in Review

Girard Securities sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2016, closing a stake of 2,029 shares — an estimated $209K sold.

Girard Securities first reported a position in IWD in Q2 2016 and held it in 1 quarter. The position peaked at $209K in Q2 2016. 605 funds tracked by Wall St. Rank hold IWD as of Q3 2016.

  • Girard Securities reported no remaining iShares Russell 1000 Value ETF position as of Q3 2016 after selling out during the quarter.
  • Girard Securities sold 2,029 iShares Russell 1000 Value ETF shares in Q3 2016, an estimated $209K.
  • Girard Securities first reported a position in iShares Russell 1000 Value ETF in Q2 2016 and held it in 1 quarter.
  • Girard Securities's iShares Russell 1000 Value ETF position peaked at $209K in Q2 2016.
  • 605 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2016.

Based on Girard Securities's 13F filing for Q3 2016, filed 14 Nov 2016.