Pillar Pacific Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Pillar Pacific Capital 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
2020 Q3	–	Sell	-2,012	Closed	-$227K	–	304
2020 Q2	$227K	Buy	+2,012	New	+$221K	0.02%	256
2020 Q1	–	Sell	-1,787	Closed	-$244K	–	284
2019 Q4	$244K	Sell	1,787 -9	-0.5%	-$1.19K	0.03%	256
2019 Q3	$230K	Hold	1,796	–	–	0.03%	258
2019 Q2	$228K	Hold	1,796	–	–	0.03%	263
2019 Q1	$222K	Buy	+1,796	New	+$216K	0.03%	258
2018 Q4	–	Sell	-1,796	Closed	-$227K	–	291
2018 Q3	$227K	Hold	1,796	–	–	0.02%	280
2018 Q2	$218K	Hold	1,796	–	–	0.03%	283
2018 Q1	$215K	Buy	1,796 +65	+4%	+$8.1K	0.03%	273
2017 Q4	$215K	Buy	+1,731	New	+$210K	0.03%	277

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Pillar Pacific Capital Management's IWD Position: Q3 2020 in Review

Pillar Pacific Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2020, closing a stake of 2,012 shares — an estimated $227K sold.

Pillar Pacific Capital Management first reported a position in IWD in Q4 2017 and held it in 9 quarters. The position peaked at $244K in Q4 2019. 1,000 funds tracked by Wall St. Rank hold IWD as of Q3 2020.

Pillar Pacific Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2020 after selling out during the quarter.
Pillar Pacific Capital Management sold 2,012 iShares Russell 1000 Value ETF shares in Q3 2020, an estimated $227K.
Pillar Pacific Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and held it in 9 quarters.
Pillar Pacific Capital Management's iShares Russell 1000 Value ETF position peaked at $244K in Q4 2019.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2020.

Based on Pillar Pacific Capital Management's 13F filing for Q3 2020, filed 3 Nov 2020.