KCS Wealth Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

KCS Wealth Advisory’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 Q2	–	Sell	-2,013	Closed	-$200K	–	148
2020 Q1	$200K	Sell	2,013 -144	-7%	-$17.9K	0.2%	132
2019 Q4	$294K	Hold	2,157	–	–	0.22%	125
2019 Q3	$277K	Buy	+2,157	New	+$274K	0.19%	127

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

KCS Wealth Advisory's IWD Position: Q2 2020 in Review

KCS Wealth Advisory sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2020, closing a stake of 2,013 shares — an estimated $200K sold.

KCS Wealth Advisory first reported a position in IWD in Q3 2019 and held it in 3 quarters. The position peaked at $294K in Q4 2019. 987 funds tracked by Wall St. Rank hold IWD as of Q2 2020.

KCS Wealth Advisory reported no remaining iShares Russell 1000 Value ETF position as of Q2 2020 after selling out during the quarter.
KCS Wealth Advisory sold 2,013 iShares Russell 1000 Value ETF shares in Q2 2020, an estimated $200K.
KCS Wealth Advisory first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and held it in 3 quarters.
KCS Wealth Advisory's iShares Russell 1000 Value ETF position peaked at $294K in Q4 2019.
987 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2020.

Based on KCS Wealth Advisory's 13F filing for Q2 2020, filed 16 Jul 2020.