Peterson Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Peterson Wealth Advisors’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	-1,500	Closed	-$205K	–	55
2019 Q4	$205K	Sell	1,500 -1,321	-47%	-$174K	0.12%	44
2019 Q3	$362K	Buy	2,821 +18	+0.6%	+$2.29K	0.22%	29
2019 Q2	$357K	Buy	2,803 +16	+0.6%	+$2K	0.23%	29
2019 Q1	$353K	Buy	2,787 +15	+0.5%	+$1.8K	0.24%	29
2018 Q4	$308K	Buy	2,772 +39	+1%	+$4.67K	0.24%	30
2018 Q3	$346K	Buy	2,733 +16	+0.6%	+$2.01K	0.25%	31
2018 Q2	$330K	Sell	2,717 -7	-0.3%	-$851	0.27%	32
2018 Q1	$327K	Sell	2,724 -672	-20%	-$83.8K	0.27%	35
2017 Q4	$422K	Buy	+3,396	New	+$412K	0.38%	32

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

Peterson Wealth Advisors's IWD Position: Q1 2020 in Review

Peterson Wealth Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2020, closing a stake of 1,500 shares — an estimated $205K sold.

Peterson Wealth Advisors first reported a position in IWD in Q4 2017 and held it in 9 quarters. The position peaked at $422K in Q4 2017. 992 funds tracked by Wall St. Rank hold IWD as of Q1 2020.

Peterson Wealth Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2020 after selling out during the quarter.
Peterson Wealth Advisors sold 1,500 iShares Russell 1000 Value ETF shares in Q1 2020, an estimated $205K.
Peterson Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and held it in 9 quarters.
Peterson Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $422K in Q4 2017.
992 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2020.

Based on Peterson Wealth Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.