Parkside Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

Parkside Investments’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 Q2	–	Sell	-19,237	Closed	-$1.91M	–	106
2020 Q1	$1.91M	Sell	19,237 -6,590	-26%	-$821K	0.63%	57
2019 Q4	$3.52M	Buy	25,827 +5,280	+26%	+$696K	0.86%	51
2019 Q3	$2.63M	Buy	20,547 +1,423	+7%	+$181K	0.71%	58
2019 Q2	$2.43M	Buy	19,124 +5,345	+39%	+$669K	0.63%	59
2019 Q1	$1.7M	Buy	13,779 +2,799	+25%	+$336K	0.46%	67
2018 Q4	$1.22M	Buy	10,980 +515	+5%	+$61.7K	0.53%	62
2018 Q3	$1.32M	Buy	10,465 +1,267	+14%	+$159K	0.63%	50
2018 Q2	$1.15M	Buy	9,198 +1,070	+13%	+$130K	0.56%	52
2018 Q1	$975K	Buy	+8,128	New	+$1.01M	0.51%	51

Other funds holding IWD

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Parkside Investments's IWD Position: Q2 2020 in Review

Parkside Investments sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2020, closing a stake of 19,237 shares — an estimated $1.91M sold.

Parkside Investments first reported a position in IWD in Q1 2018 and held it in 9 quarters. The position peaked at $3.52M in Q4 2019. 987 funds tracked by Wall St. Rank hold IWD as of Q2 2020.

Parkside Investments reported no remaining iShares Russell 1000 Value ETF position as of Q2 2020 after selling out during the quarter.
Parkside Investments sold 19,237 iShares Russell 1000 Value ETF shares in Q2 2020, an estimated $1.91M.
Parkside Investments first reported a position in iShares Russell 1000 Value ETF in Q1 2018 and held it in 9 quarters.
Parkside Investments's iShares Russell 1000 Value ETF position peaked at $3.52M in Q4 2019.
987 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2020.

Based on Parkside Investments's 13F filing for Q2 2020, filed 23 Jul 2020.