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Interactive Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Interactive Financial Advisors’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
2015
Q2 		– Sell
-325
Closed -$34K – 106
2015
Q1 		$34K Buy
+325
New +$33.7K 0.02% 79

Other funds holding IWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Interactive Financial Advisors's IWD Position: Q2 2015 in Review

Interactive Financial Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2015, closing a stake of 325 shares — an estimated $34K sold.

Interactive Financial Advisors first reported a position in IWD in Q1 2015 and held it in 1 quarter. The position peaked at $34K in Q1 2015. 508 funds tracked by Wall St. Rank hold IWD as of Q2 2015.

  • Interactive Financial Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q2 2015 after selling out during the quarter.
  • Interactive Financial Advisors sold 325 iShares Russell 1000 Value ETF shares in Q2 2015, an estimated $34K.
  • Interactive Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2015 and held it in 1 quarter.
  • Interactive Financial Advisors's iShares Russell 1000 Value ETF position peaked at $34K in Q1 2015.
  • 508 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2015.

Based on Interactive Financial Advisors's 13F filing for Q2 2015, filed 13 Jul 2015.