Howard Hughes Medical Institute’s iShares Russell 1000 Value ETF IWD Stock Holding History

Howard Hughes Medical Institute’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 Q1	–	Sell	-300,000	Closed	-$33.3M	–	28
2018 Q4	$33.3M	Hold	300,000	–	–	10.56%	2
2018 Q3	$38M	Hold	300,000	–	–	11.09%	2
2018 Q2	$36.4M	Hold	300,000	–	–	9.2%	3
2018 Q1	$36M	Hold	300,000	–	–	9.36%	4
2017 Q4	$37.3M	Hold	300,000	–	–	9.68%	4
2017 Q3	$35.6M	Hold	300,000	–	–	8.83%	4
2017 Q2	$34.9M	Buy	300,000 +100,000	+50%	+$11.5M	6.37%	3
2017 Q1	$23M	Buy	+200,000	New	+$22.9M	4.23%	2

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Howard Hughes Medical Institute's IWD Position: Q1 2019 in Review

Howard Hughes Medical Institute sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2019, closing a stake of 300,000 shares — an estimated $33.3M sold.

Howard Hughes Medical Institute first reported a position in IWD in Q1 2017 and held it in 8 quarters. The position peaked at $38M in Q3 2018. 959 funds tracked by Wall St. Rank hold IWD as of Q1 2019.

Howard Hughes Medical Institute reported no remaining iShares Russell 1000 Value ETF position as of Q1 2019 after selling out during the quarter.
Howard Hughes Medical Institute sold 300,000 iShares Russell 1000 Value ETF shares in Q1 2019, an estimated $33.3M.
Howard Hughes Medical Institute first reported a position in iShares Russell 1000 Value ETF in Q1 2017 and held it in 8 quarters.
Howard Hughes Medical Institute's iShares Russell 1000 Value ETF position peaked at $38M in Q3 2018.
959 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2019.

Based on Howard Hughes Medical Institute's 13F filing for Q1 2019, filed 14 May 2019.