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National Investment Services of America’s iShares Russell 1000 Value ETF IWD Stock Holding History

National Investment Services of America’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
2021
Q1 		– Sell
-8,519
Closed -$1.17M – 29
2020
Q4 		$1.17M Buy
+8,519
New +$1.09M 2.08% 16
2020
Q1 		– Sell
-19,700
Closed -$2.69M – 87
2019
Q4 		$2.69M Buy
+19,700
New +$2.6M 2.91% 6

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $250B AUM 21.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

National Investment Services of America's IWD Position: Q1 2021 in Review

National Investment Services of America sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2021, closing a stake of 8,519 shares — an estimated $1.17M sold.

National Investment Services of America first reported a position in IWD in Q4 2019 and held it in 2 quarters. The position peaked at $2.69M in Q4 2019. 1,195 funds tracked by Wall St. Rank hold IWD as of Q1 2021.

  • National Investment Services of America reported no remaining iShares Russell 1000 Value ETF position as of Q1 2021 after selling out during the quarter.
  • National Investment Services of America sold 8,519 iShares Russell 1000 Value ETF shares in Q1 2021, an estimated $1.17M.
  • National Investment Services of America first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 2 quarters.
  • National Investment Services of America's iShares Russell 1000 Value ETF position peaked at $2.69M in Q4 2019.
  • 1,195 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2021.

Based on National Investment Services of America's 13F filing for Q1 2021.