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

Lake Point 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
-121
Closed -$17K – 423
2019
Q4 		$17K Buy
+121
New +$15.9K 0.01% 224
2019
Q1 		– Sell
-73
Closed -$8K – 767
2018
Q4 		$8K Buy
+73
New +$8.75K ﹤0.01% 501

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

Lake Point Wealth Management's IWD Position: Q1 2020 in Review

Lake Point Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2020, closing a stake of 121 shares — an estimated $17K sold.

Lake Point Wealth Management first reported a position in IWD in Q4 2018 and held it in 2 quarters. The position peaked at $17K in Q4 2019. 991 funds tracked by Wall St. Rank hold IWD as of Q1 2020.

  • Lake Point Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Lake Point Wealth Management sold 121 iShares Russell 1000 Value ETF shares in Q1 2020, an estimated $17K.
  • Lake Point Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and held it in 2 quarters.
  • Lake Point Wealth Management's iShares Russell 1000 Value ETF position peaked at $17K in Q4 2019.
  • 991 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.