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Lucia Wealth Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lucia Wealth 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
2019
Q2 		– Sell
-6,863
Closed -$848K – 185
2019
Q1 		$848K Sell
6,863
-4,265
-38% -$513K 0.29% 72
2018
Q4 		$1.24M Buy
+11,128
New +$1.33M 0.58% 42

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Lucia Wealth Services's IWD Position: Q2 2019 in Review

Lucia Wealth Services sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2019, closing a stake of 6,863 shares — an estimated $848K sold.

Lucia Wealth Services first reported a position in IWD in Q4 2018 and held it in 2 quarters. The position peaked at $1.24M in Q4 2018. 966 funds tracked by Wall St. Rank hold IWD as of Q2 2019.

  • Lucia Wealth Services reported no remaining iShares Russell 1000 Value ETF position as of Q2 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 6,863 iShares Russell 1000 Value ETF shares in Q2 2019, an estimated $848K.
  • Lucia Wealth Services first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and held it in 2 quarters.
  • Lucia Wealth Services's iShares Russell 1000 Value ETF position peaked at $1.24M in Q4 2018.
  • 966 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2019.

Based on Lucia Wealth Services's 13F filing for Q2 2019, filed 23 Jul 2019.