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

National Investment Services’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	-51,836	Closed	-$5.76M	–	81
2018 Q4	$5.76M	Buy	+51,836	New	+$6.21M	6.68%	1
2018 Q1	–	Sell	-21,965	Closed	-$2.73M	–	79
2017 Q4	$2.73M	Buy	+21,965	New	+$2.66M	2.63%	10
2017 Q1	–	Sell	-22,732	Closed	-$2.55M	–	62
2016 Q4	$2.55M	Buy	+22,732	New	+$2.46M	2.81%	14
2016 Q1	–	Sell	-9,996	Closed	-$978K	–	40
2015 Q4	$978K	Buy	+9,996	New	+$992K	1.11%	35

Other funds holding IWD

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

National Investment Services's IWD Position: Q1 2019 in Review

National Investment Services sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2019, closing a stake of 51,836 shares — an estimated $5.76M sold.

National Investment Services first reported a position in IWD in Q4 2015 and held it in 4 quarters. The position peaked at $5.76M in Q4 2018. 959 funds tracked by Wall St. Rank hold IWD as of Q1 2019.

National Investment Services reported no remaining iShares Russell 1000 Value ETF position as of Q1 2019 after selling out during the quarter.
National Investment Services sold 51,836 iShares Russell 1000 Value ETF shares in Q1 2019, an estimated $5.76M.
National Investment Services first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and held it in 4 quarters.
National Investment Services's iShares Russell 1000 Value ETF position peaked at $5.76M in Q4 2018.
959 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2019.

Based on National Investment Services's 13F filing for Q1 2019, filed 1 Apr 2019.