Guardian Life Insurance’s iShares Russell 1000 Value ETF IWD Stock Holding History

Guardian Life Insurance’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
2020 Q1	–	Sell	-201,956	Closed	-$27.6M	–	241
2019 Q4	$27.6M	Sell	201,956 -477,169	-70%	-$62.9M	6.52%	7
2019 Q3	$87.1M	Hold	679,125	–	–	13.03%	1
2019 Q2	$86.4M	Sell	679,125 -18,889	-3%	-$2.36M	11.92%	1
2019 Q1	$86.2M	Sell	698,014 -8,684	-1%	-$1.04M	10.94%	2
2018 Q4	$78.5M	Hold	706,698	–	–	13.56%	1
2018 Q3	$89.5M	Hold	706,698	–	–	14.61%	1
2018 Q2	$85.8M	Buy	706,698 +59,980	+9%	+$7.29M	14.52%	1
2018 Q1	$77.6M	Buy	646,718 +6,340	+1%	+$790K	14.31%	1
2017 Q4	$79.6M	Buy	640,378 +35,153	+6%	+$4.26M	17.41%	1
2017 Q3	$71.7M	Buy	+605,225	New	+$70.5M	11.04%	3
2017 Q2	–	Sell	-108,119	Closed	-$12.4M	–	519
2017 Q1	$12.4M	Buy	108,119 +3,553	+3%	+$407K	1.8%	10
2016 Q4	$11.7M	Hold	104,566	–	–	1.73%	17
2016 Q3	$11M	Hold	104,566	–	–	1.01%	38
2016 Q2	$10.8M	Hold	104,566	–	–	0.84%	40
2016 Q1	$10.3M	Buy	+104,566	New	+$9.8M	0.91%	46

Other funds holding IWD

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Guardian Life Insurance's IWD Position: Q1 2020 in Review

Guardian Life Insurance sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2020, closing a stake of 201,956 shares — an estimated $27.6M sold.

Guardian Life Insurance first reported a position in IWD in Q1 2016 and held it in 15 quarters. The position peaked at $89.5M in Q3 2018. 991 funds tracked by Wall St. Rank hold IWD as of Q1 2020.

Guardian Life Insurance reported no remaining iShares Russell 1000 Value ETF position as of Q1 2020 after selling out during the quarter.
Guardian Life Insurance sold 201,956 iShares Russell 1000 Value ETF shares in Q1 2020, an estimated $27.6M.
Guardian Life Insurance first reported a position in iShares Russell 1000 Value ETF in Q1 2016 and held it in 15 quarters.
Guardian Life Insurance's iShares Russell 1000 Value ETF position peaked at $89.5M in Q3 2018.
991 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.