HNP Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

HNP Capital’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 Q2	–	Sell	-5,271	Closed	-$548K	–	209
2020 Q1	$548K	Buy	+5,271	New	+$657K	0.08%	137

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HNP Capital's IWD Position: Q2 2020 in Review

HNP Capital sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2020, closing a stake of 5,271 shares — an estimated $548K sold.

HNP Capital first reported a position in IWD in Q1 2020 and held it in 1 quarter. The position peaked at $548K in Q1 2020. 989 funds tracked by Wall St. Rank hold IWD as of Q2 2020.

HNP Capital reported no remaining iShares Russell 1000 Value ETF position as of Q2 2020 after selling out during the quarter.
HNP Capital sold 5,271 iShares Russell 1000 Value ETF shares in Q2 2020, an estimated $548K.
HNP Capital first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and held it in 1 quarter.
HNP Capital's iShares Russell 1000 Value ETF position peaked at $548K in Q1 2020.
989 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2020.

Based on HNP Capital's 13F filing for Q2 2020, filed 6 Jul 2020.