KCM
IWD icon

Karp Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Karp Capital 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
2019
Q2 		– Sell
-20,345
Closed -$2.51M – 110
2019
Q1 		$2.51M Sell
20,345
-1,449
-7% -$174K 0.89% 48
2018
Q4 		$2.42M Sell
21,794
-1,127
-5% -$135K 1.16% 35
2018
Q3 		$2.9M Buy
22,921
+1,179
+5% +$148K 1% 41
2018
Q2 		$2.64M Sell
21,742
-860
-4% -$105K 1.04% 39
2018
Q1 		$2.71M Sell
22,602
-256
-1% -$31.9K 1.09% 37
2017
Q4 		$2.84M Sell
22,858
-254
-1% -$30.8K 1.2% 32
2017
Q3 		$2.74M Sell
23,112
-1,802
-7% -$210K 1.27% 31
2017
Q2 		$2.9M Buy
24,914
+2,800
+13% +$322K 1.44% 25
2017
Q1 		$2.54M Buy
22,114
+4,406
+25% +$505K 1.44% 28
2016
Q4 		$1.98M Buy
17,708
+2,416
+16% +$261K 1.31% 38
2016
Q3 		$1.61M Buy
15,292
+3,527
+30% +$372K 1.03% 42
2016
Q2 		$1.21M Buy
11,765
+312
+3% +$31.5K 0.81% 50
2016
Q1 		$1.13M Sell
11,453
-5,048
-31% -$473K 0.78% 54
2015
Q4 		$1.61M Buy
+16,501
New +$1.64M 0.94% 45
2015
Q3 		– Sell
-2,825
Closed -$291K – 374
2015
Q2 		$291K Sell
2,825
-100
-3% -$10.5K 0.2% 83
2015
Q1 		$302K Sell
2,925
-2,310
-44% -$239K 0.2% 81
2014
Q4 		$547K Buy
+5,235
New +$534K 0.4% 62

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Karp Capital Management's IWD Position: Q2 2019 in Review

Karp Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2019, closing a stake of 20,345 shares — an estimated $2.51M sold.

Karp Capital Management first reported a position in IWD in Q4 2014 and held it in 17 quarters. The position peaked at $2.9M in Q3 2018. 966 funds tracked by Wall St. Rank hold IWD as of Q2 2019.

  • Karp Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2019 after selling out during the quarter.
  • Karp Capital Management sold 20,345 iShares Russell 1000 Value ETF shares in Q2 2019, an estimated $2.51M.
  • Karp Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and held it in 17 quarters.
  • Karp Capital Management's iShares Russell 1000 Value ETF position peaked at $2.9M in Q3 2018.
  • 966 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2019.

Based on Karp Capital Management's 13F filing for Q2 2019, filed 8 Aug 2019.