Patriot Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Patriot Wealth Management’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
2018 Q4	$664K	Hold	5,976	–	–	0.1%	69
2018 Q3	$757K	Hold	5,976	–	–	0.1%	69
2018 Q2	$725K	Hold	5,976	–	–	0.1%	67
2018 Q1	$717K	Hold	5,976	–	–	0.1%	72
2017 Q4	$743K	Hold	5,976	–	–	0.11%	74
2017 Q3	$708K	Sell	5,976 -918	-13%	-$107K	0.11%	68
2017 Q2	$803K	Buy	+6,894	New	+$793K	0.13%	68

Other funds holding IWD

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Patriot Wealth Management's IWD Position: Q4 2018 in Review

Patriot Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q4 2018 at 5,976 shares worth $664K. The position accounts for 0.1% of the portfolio, ranked #69.

Patriot Wealth Management first reported a position in IWD in Q2 2017 and has held it in 7 quarters since. The position peaked at $803K in Q2 2017. 956 funds tracked by Wall St. Rank hold IWD as of Q4 2018.

Patriot Wealth Management held 5,976 shares of iShares Russell 1000 Value ETF worth $664K as of Q4 2018.
Patriot Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q4 2018.
iShares Russell 1000 Value ETF made up 0.1% of Patriot Wealth Management's portfolio in Q4 2018, its #69 holding.
Patriot Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2017 and has held it in 7 quarters since.
Patriot Wealth Management's iShares Russell 1000 Value ETF position peaked at $803K in Q2 2017.
956 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.