JT
IWD icon

Jump Trading’s iShares Russell 1000 Value ETF IWD Stock Holding History

Jump Trading’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
-8,430
Closed -$1.15M – 277
2019
Q4 		$1.15M Sell
8,430
-3,935
-32% -$519K 0.61% 100
2019
Q3 		$1.59M Sell
12,365
-12,828
-51% -$1.63M 0.5% 76
2019
Q2 		$3.21M Buy
+25,193
New +$3.15M 1.09% 55
2019
Q1 		– Sell
-17,823
Closed -$1.98M – 617
2018
Q4 		$1.98M Buy
+17,823
New +$2.14M 2.2% 97
2018
Q3 		– Sell
-4,153
Closed -$504K – 521
2018
Q2 		$504K Buy
+4,153
New +$505K 0.13% 181
2018
Q1 		– Sell
-3,395
Closed -$422K – 403
2017
Q4 		$422K Buy
+3,395
New +$411K 0.25% 231

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 $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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