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MRA Associates USA’s iShares Russell 1000 Value ETF IWD Stock Holding History

MRA Associates USA’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
Q3 		$16.8K Hold
131
– – 0.07% 92
2019
Q2 		$16.7K Buy
131
+95
+264% +$11.9K 0.07% 96
2019
Q1 		$4.45K Buy
+36
New +$4.33K 0.01% 64

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

MRA Associates USA's IWD Position: Q3 2019 in Review

MRA Associates USA held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2019 at 131 shares worth $16.8K. The position accounts for 0.07% of the portfolio, ranked #92.

MRA Associates USA first reported a position in IWD in Q1 2019 and has held it in 3 quarters since. 963 funds tracked by Wall St. Rank hold IWD as of Q3 2019.

  • MRA Associates USA held 131 shares of iShares Russell 1000 Value ETF worth $16.8K as of Q3 2019.
  • MRA Associates USA left its iShares Russell 1000 Value ETF share count unchanged in Q3 2019.
  • iShares Russell 1000 Value ETF made up 0.07% of MRA Associates USA's portfolio in Q3 2019, its #92 holding.
  • MRA Associates USA first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 3 quarters since.
  • 963 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.