New Harbor Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

New Harbor Financial Group’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
2016 Q3	$18K	Buy	+175	New	+$18.5K	0.02%	49

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

New Harbor Financial Group's IWD Position: Q3 2016 in Review

New Harbor Financial Group opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2016: 175 shares worth $18K. The stake represents 0.02% of the portfolio and ranks #49 among its holdings.

605 funds tracked by Wall St. Rank hold IWD as of Q3 2016.

New Harbor Financial Group held 175 shares of iShares Russell 1000 Value ETF worth $18K as of Q3 2016.
iShares Russell 1000 Value ETF was a new New Harbor Financial Group position in Q3 2016.
iShares Russell 1000 Value ETF made up 0.02% of New Harbor Financial Group's portfolio in Q3 2016, its #49 holding.
605 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2016.

Based on New Harbor Financial Group's 13F filing for Q3 2016, filed 13 Oct 2016.