LCM
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LVM Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

LVM Capital 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
2016
Q4 		– Sell
-2,037
Closed -$206K – 124
2016
Q3 		$206K Buy
+2,037
New +$215K 0.07% 103
2014
Q4 		– Sell
-2,012
Closed -$201K – 120
2014
Q3 		$201K Sell
2,012
-25
-1% -$2.53K 0.07% 111
2014
Q2 		$206K Sell
2,037
-800
-28% -$78.4K 0.07% 103
2014
Q1 		$274K Buy
2,837
+30
+1% +$2.81K 0.1% 89
2013
Q4 		$264K Sell
2,807
-55
-2% -$4.99K 0.09% 94
2013
Q3 		$247K Sell
2,862
-855
-23% -$74.2K 0.09% 96
2013
Q2 		$311K Buy
+3,717
New +$310K 0.12% 86

Other funds holding IWD

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EFS
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Jones Financial Companies
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Goldman Sachs
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return