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

Gupta 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 Q1	$250K	Hold	2,531	–	–	0.06%	216
2015 Q4	$248K	Hold	2,531	–	–	0.06%	217
2015 Q3	$236K	Sell	2,531 -1,602	-39%	-$159K	0.06%	224
2015 Q2	$426K	Sell	4,133 -498	-11%	-$52.2K	0.1%	164
2015 Q1	$477K	Buy	+4,631	New	+$480K	0.14%	134

Other funds holding IWD

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Gupta Wealth Management's IWD Position: Q1 2016 in Review

Gupta Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2016 at 2,531 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #216.

Gupta Wealth Management first reported a position in IWD in Q1 2015 and has held it in 5 quarters since. The position peaked at $477K in Q1 2015. 563 funds tracked by Wall St. Rank hold IWD as of Q1 2016.

Gupta Wealth Management held 2,531 shares of iShares Russell 1000 Value ETF worth $250K as of Q1 2016.
Gupta Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2016.
iShares Russell 1000 Value ETF made up 0.06% of Gupta Wealth Management's portfolio in Q1 2016, its #216 holding.
Gupta Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares Russell 1000 Value ETF position peaked at $477K in Q1 2015.
563 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.