Pinnacle Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Pinnacle Advisory Group’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 Q1	–	Sell	-11,088	Closed	-$1.38M	–	197
2017 Q4	$1.38M	Buy	11,088 +607	+6%	+$73.6K	0.08%	65
2017 Q3	$1.24M	Sell	10,481 -334	-3%	-$38.9K	0.08%	60
2017 Q2	$1.26M	Hold	10,815	–	–	0.08%	64
2017 Q1	$1.24M	Sell	10,815 -129	-1%	-$14.8K	0.08%	62
2016 Q4	$1.23M	Buy	10,944 +248	+2%	+$26.8K	0.08%	60
2016 Q3	$1.12M	Buy	+10,696	New	+$1.13M	0.09%	42

Other funds holding IWD

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Pinnacle Advisory Group's IWD Position: Q1 2018 in Review

Pinnacle Advisory Group sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2018, closing a stake of 11,088 shares — an estimated $1.38M sold.

Pinnacle Advisory Group first reported a position in IWD in Q3 2016 and held it in 6 quarters. The position peaked at $1.38M in Q4 2017. 831 funds tracked by Wall St. Rank hold IWD as of Q1 2018.

Pinnacle Advisory Group reported no remaining iShares Russell 1000 Value ETF position as of Q1 2018 after selling out during the quarter.
Pinnacle Advisory Group sold 11,088 iShares Russell 1000 Value ETF shares in Q1 2018, an estimated $1.38M.
Pinnacle Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q3 2016 and held it in 6 quarters.
Pinnacle Advisory Group's iShares Russell 1000 Value ETF position peaked at $1.38M in Q4 2017.
831 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2018.

Based on Pinnacle Advisory Group's 13F filing for Q1 2018, filed 17 Apr 2018.