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Jackson Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Jackson Wealth Management’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
2020
Q1 		– Sell
-1,887
Closed -$260K – 126
2019
Q4 		$260K Buy
+1,887
New +$249K 0.04% 141
2017
Q1 		– Sell
-37,326
Closed -$4.19M – 70
2016
Q4 		$4.19M Buy
+37,326
New +$4.04M 1.64% 15
2015
Q1 		– Sell
-23,951
Closed -$2.5M – 128
2014
Q4 		$2.5M Buy
+23,951
New +$2.44M 0.82% 31

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Jackson Wealth Management's IWD Position: Q1 2020 in Review

Jackson Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2020, closing a stake of 1,887 shares — an estimated $260K sold.

Jackson Wealth Management first reported a position in IWD in Q4 2014 and held it in 3 quarters. The position peaked at $4.19M in Q4 2016. 992 funds tracked by Wall St. Rank hold IWD as of Q1 2020.

  • Jackson Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 1,887 iShares Russell 1000 Value ETF shares in Q1 2020, an estimated $260K.
  • Jackson Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and held it in 3 quarters.
  • Jackson Wealth Management's iShares Russell 1000 Value ETF position peaked at $4.19M in Q4 2016.
  • 992 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.