MJP
IWD icon

Michael J. Puzo’s iShares Russell 1000 Value ETF IWD Stock Holding History

Michael J. Puzo’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
2015
Q4 		– Sell
-5,430
Closed -$507K – 92
2015
Q3 		$507K Sell
5,430
-870
-14% -$86.4K 0.36% 59
2015
Q2 		$650K Hold
6,300
– – 0.42% 57
2015
Q1 		$649K Hold
6,300
– – 0.41% 58
2014
Q4 		$658K Sell
6,300
-130
-2% -$13.3K 0.43% 58
2014
Q3 		$644K Sell
6,430
-535
-8% -$54.2K 0.44% 54
2014
Q2 		$705K Sell
6,965
-451
-6% -$44.2K 0.49% 51
2014
Q1 		$716K Hold
7,416
– – 0.52% 52
2013
Q4 		$698K Buy
7,416
+4,685
+172% +$425K 0.51% 53
2013
Q3 		$235K Hold
2,731
– – 0.2% 66
2013
Q2 		$229K Buy
+2,731
New +$228K 0.2% 69

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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 $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return