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Greenwich Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Greenwich Wealth Management’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
Q4 		– Sell
-2,042
Closed -$216K – 204
2016
Q3 		$216K Hold
2,042
– – 0.04% 183
2016
Q2 		$211K Buy
+2,042
New +$206K 0.05% 176
2015
Q3 		– Sell
-4,542
Closed -$469K – 173
2015
Q2 		$469K Hold
4,542
– – 0.06% 130
2015
Q1 		$468K Hold
4,542
– – 0.05% 134
2014
Q4 		$474K Buy
4,542
+769
+20% +$78.4K 0.03% 131
2014
Q3 		$378K Buy
3,773
+929
+33% +$94.1K 0.03% 146
2014
Q2 		$288K Buy
+2,844
New +$279K 0.02% 143

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return