Guidant Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Guidant Wealth Advisors’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 Q3	$322K	Hold	2,509	–	–	0.12%	89
2019 Q2	$319K	Hold	2,509	–	–	0.12%	90
2019 Q1	$310K	Hold	2,509	–	–	0.12%	91
2018 Q4	$278K	Buy	+2,509	New	+$301K	0.13%	75
2017 Q3	–	Sell	-2,189	Closed	-$252K	–	209
2017 Q2	$252K	Hold	2,189	–	–	0.13%	63
2017 Q1	$250K	Hold	2,189	–	–	0.13%	63
2016 Q4	$247K	Sell	2,189 -353	-14%	-$38.2K	0.14%	61
2016 Q3	$266K	Buy	+2,542	New	+$268K	0.16%	59

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Guidant Wealth Advisors's IWD Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2019 at 2,509 shares worth $322K. The position accounts for 0.12% of the portfolio, ranked #89.

Guidant Wealth Advisors first reported a position in IWD in Q3 2016 and has held it in 8 quarters since. 962 funds tracked by Wall St. Rank hold IWD as of Q3 2019.

Guidant Wealth Advisors held 2,509 shares of iShares Russell 1000 Value ETF worth $322K as of Q3 2019.
Guidant Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q3 2019.
iShares Russell 1000 Value ETF made up 0.12% of Guidant Wealth Advisors's portfolio in Q3 2019, its #89 holding.
Guidant Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2016 and has held it in 8 quarters since.
962 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.