Muzinich & Co’s iShares Russell 1000 Value ETF IWD Stock Holding History

Muzinich & Co’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	-1,429	Closed	-$176	–	69
2019 Q1	$176	Buy	+1,429	New	+$172K	0.01%	57

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Muzinich & Co's IWD Position: Q2 2019 in Review

Muzinich & Co sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2019, closing a stake of 1,429 shares — an estimated $176 sold.

Muzinich & Co first reported a position in IWD in Q1 2019 and held it in 1 quarter. The position peaked at $176 in Q1 2019. 966 funds tracked by Wall St. Rank hold IWD as of Q2 2019.

Muzinich & Co reported no remaining iShares Russell 1000 Value ETF position as of Q2 2019 after selling out during the quarter.
Muzinich & Co sold 1,429 iShares Russell 1000 Value ETF shares in Q2 2019, an estimated $176.
Muzinich & Co first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and held it in 1 quarter.
Muzinich & Co's iShares Russell 1000 Value ETF position peaked at $176 in Q1 2019.
966 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2019.

Based on Muzinich & Co's 13F filing for Q2 2019, filed 13 Aug 2019.