Peoples Bank (Ohio)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Peoples Bank (Ohio)’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 Q1	–	Sell	-1,760	Closed	-$240K	–	91
2019 Q4	$240K	Buy	1,760 +88	+5%	+$11.6K	0.15%	91
2019 Q3	$214K	Hold	1,672	–	–	0.14%	97
2019 Q2	$213K	Sell	1,672 -200	-11%	-$25K	0.13%	96
2019 Q1	$231K	Hold	1,872	–	–	0.15%	90
2018 Q4	$208K	Hold	1,872	–	–	0.14%	98
2018 Q3	$237K	Hold	1,872	–	–	0.14%	93
2018 Q2	$227K	Buy	+1,872	New	+$228K	0.13%	94
2016 Q1	–	Sell	-2,195	Closed	-$215K	–	104
2015 Q4	$215K	Buy	+2,195	New	+$218K	0.13%	99

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Peoples Bank (Ohio)'s IWD Position: Q1 2020 in Review

Peoples Bank (Ohio) sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2020, closing a stake of 1,760 shares — an estimated $240K sold.

Peoples Bank (Ohio) first reported a position in IWD in Q4 2015 and held it in 8 quarters. The position peaked at $240K in Q4 2019. 991 funds tracked by Wall St. Rank hold IWD as of Q1 2020.

Peoples Bank (Ohio) reported no remaining iShares Russell 1000 Value ETF position as of Q1 2020 after selling out during the quarter.
Peoples Bank (Ohio) sold 1,760 iShares Russell 1000 Value ETF shares in Q1 2020, an estimated $240K.
Peoples Bank (Ohio) first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and held it in 8 quarters.
Peoples Bank (Ohio)'s iShares Russell 1000 Value ETF position peaked at $240K in Q4 2019.
991 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2020.

Based on Peoples Bank (Ohio)'s 13F filing for Q1 2020, filed 1 May 2020.