LD
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Lipe & Dalton’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lipe & Dalton’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
2017
Q3 		– Sell
-635
Closed -$74K – 83
2017
Q2 		$74K Hold
635
– – 0.05% 77
2017
Q1 		$73K Hold
635
– – 0.05% 75
2016
Q4 		$71K Buy
+635
New +$68.6K 0.05% 72
2016
Q3 		– Sell
-885
Closed -$91K – 84
2016
Q2 		$91K Buy
+885
New +$89.4K 0.06% 102
2014
Q1 		– Sell
-4,563
Closed -$430K – 58
2013
Q4 		$430K Buy
4,563
+445
+11% +$40.4K 0.29% 44
2013
Q3 		$355K Sell
4,118
-225
-5% -$19.5K 0.26% 42
2013
Q2 		$364K Buy
+4,343
New +$362K 0.3% 39

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return