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Miramar Fiduciary Corp’s iShares Russell 1000 Value ETF IWD Stock Holding History

Miramar Fiduciary Corp’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
Q1 		– Sell
-2,672
Closed -$297K – 9
2018
Q4 		$297K Buy
+2,672
New +$320K 0.32% 10

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Miramar Fiduciary Corp's IWD Position: Q1 2019 in Review

Miramar Fiduciary Corp sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2019, closing a stake of 2,672 shares — an estimated $297K sold.

Miramar Fiduciary Corp first reported a position in IWD in Q4 2018 and held it in 1 quarter. The position peaked at $297K in Q4 2018. 958 funds tracked by Wall St. Rank hold IWD as of Q1 2019.

  • Miramar Fiduciary Corp reported no remaining iShares Russell 1000 Value ETF position as of Q1 2019 after selling out during the quarter.
  • Miramar Fiduciary Corp sold 2,672 iShares Russell 1000 Value ETF shares in Q1 2019, an estimated $297K.
  • Miramar Fiduciary Corp first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and held it in 1 quarter.
  • Miramar Fiduciary Corp's iShares Russell 1000 Value ETF position peaked at $297K in Q4 2018.
  • 958 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2019.

Based on Miramar Fiduciary Corp's 13F filing for Q1 2019, filed 17 May 2021.