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Osborn Williams & Donohoe’s iShares Russell 1000 Value ETF IWD Stock Holding History

Osborn Williams & Donohoe’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
-47
Closed -$6K – 490
2019
Q1 		$6K Buy
+47
New +$5.65K ﹤0.01% 667

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Osborn Williams & Donohoe's IWD Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2019, closing a stake of 47 shares — an estimated $6K sold.

Osborn Williams & Donohoe first reported a position in IWD in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 966 funds tracked by Wall St. Rank hold IWD as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares Russell 1000 Value ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 47 iShares Russell 1000 Value ETF shares in Q2 2019, an estimated $6K.
  • Osborn Williams & Donohoe first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares Russell 1000 Value ETF position peaked at $6K in Q1 2019.
  • 966 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.