Lockheed Martin Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lockheed Martin Investment 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 Q4	–	Sell	-155,000	Closed	-$18.3M	–	77
2020 Q3	$18.3M	Hold	155,000	–	–	1.13%	16
2020 Q2	$17.5M	Hold	155,000	–	–	1.15%	16
2020 Q1	$15.4M	Hold	155,000	–	–	1.05%	17
2019 Q4	$21.2M	Hold	155,000	–	–	1.12%	17
2019 Q3	$19.9M	Hold	155,000	–	–	1.26%	14
2019 Q2	$19.7M	Hold	155,000	–	–	0.89%	21
2019 Q1	$19.1M	Buy	+155,000	New	+$18.6M	0.88%	22

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lockheed Martin Investment Management's IWD Position: Q4 2020 in Review

Lockheed Martin Investment Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2020, closing a stake of 155,000 shares — an estimated $18.3M sold.

Lockheed Martin Investment Management first reported a position in IWD in Q1 2019 and held it in 7 quarters. The position peaked at $21.2M in Q4 2019. 1,152 funds tracked by Wall St. Rank hold IWD as of Q4 2020.

Lockheed Martin Investment Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2020 after selling out during the quarter.
Lockheed Martin Investment Management sold 155,000 iShares Russell 1000 Value ETF shares in Q4 2020, an estimated $18.3M.
Lockheed Martin Investment Management first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and held it in 7 quarters.
Lockheed Martin Investment Management's iShares Russell 1000 Value ETF position peaked at $21.2M in Q4 2019.
1,152 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2020.

Based on Lockheed Martin Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.