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Hefty Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Hefty Wealth Partners’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 		– Sell
-4,770
Closed -$466K – 224
2015
Q4 		$466K Buy
+4,770
New +$473K 0.44% 74

Other funds holding IWD

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EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $871B 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 $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Hefty Wealth Partners's IWD Position: Q1 2016 in Review

Hefty Wealth Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2016, closing a stake of 4,770 shares — an estimated $466K sold.

Hefty Wealth Partners first reported a position in IWD in Q4 2015 and held it in 1 quarter. The position peaked at $466K in Q4 2015. 562 funds tracked by Wall St. Rank hold IWD as of Q1 2016.

  • Hefty Wealth Partners reported no remaining iShares Russell 1000 Value ETF position as of Q1 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 4,770 iShares Russell 1000 Value ETF shares in Q1 2016, an estimated $466K.
  • Hefty Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and held it in 1 quarter.
  • Hefty Wealth Partners's iShares Russell 1000 Value ETF position peaked at $466K in Q4 2015.
  • 562 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2016.

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