IP
IWD icon

Intellectus Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Intellectus Partners’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
Q2 		– Sell
-741
Closed -$92K – 292
2019
Q1 		$92K Buy
+741
New +$89.1K 0.04% 223
2018
Q4 		– Sell
-741
Closed -$94K – 406
2018
Q3 		$94K Hold
741
– – 0.03% 291
2018
Q2 		$90K Buy
741
+641
+641% +$77.9K 0.03% 288
2018
Q1 		$12K Hold
100
– – ﹤0.01% 458
2017
Q4 		$12K Sell
100
-100
-50% -$12.1K ﹤0.01% 460
2017
Q3 		$24K Hold
200
– – 0.01% 517
2017
Q2 		$23K Sell
200
-14
-7% -$1.61K 0.01% 496
2017
Q1 		$25K Hold
214
– – 0.01% 432
2016
Q4 		$24K Buy
+214
New +$23.1K 0.01% 429

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return