LS Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

LS Investment Advisors’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	-116	Closed	-$14K	–	887
2020 Q3	$14K	Buy	+116	New	+$13.8K	﹤0.01%	787
2017 Q2	–	Sell	-122	Closed	-$14K	–	1875
2017 Q1	$14K	Hold	122	–	–	﹤0.01%	1643
2016 Q4	$14K	Hold	122	–	–	﹤0.01%	1636
2016 Q3	$13K	Hold	122	–	–	﹤0.01%	1622
2016 Q2	$13K	Hold	122	–	–	﹤0.01%	1608
2016 Q1	$12K	Sell	122 -1,125	-90%	-$105K	﹤0.01%	1595
2015 Q4	$122K	Hold	1,247	–	–	0.01%	792
2015 Q3	$116K	Hold	1,247	–	–	0.01%	795
2015 Q2	$129K	Sell	1,247 -1	-0.1%	-$105	0.01%	785
2015 Q1	$129K	Buy	1,248 +1	+0.1%	+$104	0.01%	654
2014 Q4	$130K	Hold	1,247	–	–	0.01%	650
2014 Q3	$125K	Hold	1,247	–	–	0.01%	639
2014 Q2	$126K	Hold	1,247	–	–	0.01%	638
2014 Q1	$120K	Hold	1,247	–	–	0.01%	641
2013 Q4	$117K	Buy	+1,247	New	+$113K	0.01%	644

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LS Investment Advisors's IWD Position: Q4 2020 in Review

LS Investment Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2020, closing a stake of 116 shares — an estimated $14K sold.

LS Investment Advisors first reported a position in IWD in Q4 2013 and held it in 15 quarters. The position peaked at $130K in Q4 2014. 1,153 funds tracked by Wall St. Rank hold IWD as of Q4 2020.

LS Investment Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q4 2020 after selling out during the quarter.
LS Investment Advisors sold 116 iShares Russell 1000 Value ETF shares in Q4 2020, an estimated $14K.
LS Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and held it in 15 quarters.
LS Investment Advisors's iShares Russell 1000 Value ETF position peaked at $130K in Q4 2014.
1,153 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2020.

Based on LS Investment Advisors's 13F filing for Q4 2020, filed 10 Feb 2021.