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Lloyd Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lloyd Advisory Services’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
Q3 		– Sell
-169
Closed -$19K – 357
2020
Q2 		$19K Buy
+169
New +$18.6K 0.01% 163

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lloyd Advisory Services's IWD Position: Q3 2020 in Review

Lloyd Advisory Services sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2020, closing a stake of 169 shares — an estimated $19K sold.

Lloyd Advisory Services first reported a position in IWD in Q2 2020 and held it in 1 quarter. The position peaked at $19K in Q2 2020. 1,000 funds tracked by Wall St. Rank hold IWD as of Q3 2020.

  • Lloyd Advisory Services reported no remaining iShares Russell 1000 Value ETF position as of Q3 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 169 iShares Russell 1000 Value ETF shares in Q3 2020, an estimated $19K.
  • Lloyd Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares Russell 1000 Value ETF position peaked at $19K in Q2 2020.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2020.

Based on Lloyd Advisory Services's 13F filing for Q3 2020, filed 28 Oct 2020.