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

Institutional 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
2016
Q4 		$4K Buy
+32
New +$3.46K ﹤0.01% 53
2015
Q1 		– Sell
-13,998
Closed -$1.46M – 49
2014
Q4 		$1.46M Buy
+13,998
New +$1.43M 0.01% 50
2014
Q1 		– Sell
-16,209
Closed -$1.52M – 44
2013
Q4 		$1.52M Buy
+16,209
New +$1.47M 0.01% 43

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Institutional Capital's IWD Position: Q4 2016 in Review

Institutional Capital opened a new position in iShares Russell 1000 Value ETF (IWD) in Q4 2016: 32 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #53 among its holdings. This is a return to the name: Institutional Capital previously reported a position in IWD as recently as Q4 2014.

Institutional Capital first reported a position in IWD in Q4 2013 and has held it in 3 quarters since. The position peaked at $1.52M in Q4 2013. 688 funds tracked by Wall St. Rank hold IWD as of Q4 2016.

  • Institutional Capital held 32 shares of iShares Russell 1000 Value ETF worth $4K as of Q4 2016.
  • iShares Russell 1000 Value ETF was a new Institutional Capital position in Q4 2016.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Institutional Capital's portfolio in Q4 2016, its #53 holding.
  • Institutional Capital first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and has held it in 3 quarters since.
  • Institutional Capital's iShares Russell 1000 Value ETF position peaked at $1.52M in Q4 2013.
  • 688 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2016.

Based on Institutional Capital's 13F filing for Q4 2016, filed 2 Feb 2017.