GI
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Glovista Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

Glovista Investments’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
-5,625
Closed -$722K – 100
2019
Q3 		$722K Buy
+5,625
New +$715K 0.26% 58

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 1-Year Est. Return

Glovista Investments's IWD Position: Q4 2019 in Review

Glovista Investments sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2019, closing a stake of 5,625 shares — an estimated $722K sold.

Glovista Investments first reported a position in IWD in Q3 2019 and held it in 1 quarter. The position peaked at $722K in Q3 2019. 1,111 funds tracked by Wall St. Rank hold IWD as of Q4 2019.

  • Glovista Investments reported no remaining iShares Russell 1000 Value ETF position as of Q4 2019 after selling out during the quarter.
  • Glovista Investments sold 5,625 iShares Russell 1000 Value ETF shares in Q4 2019, an estimated $722K.
  • Glovista Investments first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and held it in 1 quarter.
  • Glovista Investments's iShares Russell 1000 Value ETF position peaked at $722K in Q3 2019.
  • 1,111 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2019.

Based on Glovista Investments's 13F filing for Q4 2019, filed 14 Feb 2020.