Houlihan Financial Resource Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Houlihan Financial Resource Group’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 Q3	$87K	Buy	+670	New	+$79.5K	0.05%	136

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Houlihan Financial Resource Group's IWD Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2020: 670 shares worth $87K. The stake represents 0.05% of the portfolio and ranks #136 among its holdings.

1,000 funds tracked by Wall St. Rank hold IWD as of Q3 2020.

Houlihan Financial Resource Group held 670 shares of iShares Russell 1000 Value ETF worth $87K as of Q3 2020.
iShares Russell 1000 Value ETF was a new Houlihan Financial Resource Group position in Q3 2020.
iShares Russell 1000 Value ETF made up 0.05% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #136 holding.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.