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Paloma Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Paloma Partners’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
2020
Q3 		– Sell
-54,455
Closed -$6.13M – 2265
2020
Q2 		$6.13M Buy
+54,455
New +$5.99M 0.11% 233

Other funds holding IWD

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Paloma Partners's IWD Position: Q3 2020 in Review

Paloma Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2020, closing a stake of 54,455 shares — an estimated $6.13M sold.

Paloma Partners first reported a position in IWD in Q2 2020 and held it in 1 quarter. The position peaked at $6.13M in Q2 2020. 1,001 funds tracked by Wall St. Rank hold IWD as of Q3 2020.

  • Paloma Partners reported no remaining iShares Russell 1000 Value ETF position as of Q3 2020 after selling out during the quarter.
  • Paloma Partners sold 54,455 iShares Russell 1000 Value ETF shares in Q3 2020, an estimated $6.13M.
  • Paloma Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and held it in 1 quarter.
  • Paloma Partners's iShares Russell 1000 Value ETF position peaked at $6.13M in Q2 2020.
  • 1,001 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2020.

Based on Paloma Partners's 13F filing for Q3 2020, filed 16 Nov 2020.