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Independent Portfolio Consultants’s iShares Russell 1000 Value ETF IWD Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-1,506
Closed -$169K – 862
2016
Q4 		$169K Buy
+1,506
New +$163K 0.06% 351

Other funds holding IWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Independent Portfolio Consultants's IWD Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2017, closing a stake of 1,506 shares — an estimated $169K sold.

Independent Portfolio Consultants first reported a position in IWD in Q4 2016 and held it in 1 quarter. The position peaked at $169K in Q4 2016. 703 funds tracked by Wall St. Rank hold IWD as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining iShares Russell 1000 Value ETF position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,506 iShares Russell 1000 Value ETF shares in Q1 2017, an estimated $169K.
  • Independent Portfolio Consultants first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and held it in 1 quarter.
  • Independent Portfolio Consultants's iShares Russell 1000 Value ETF position peaked at $169K in Q4 2016.
  • 703 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.