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Portfolio Strategies (Washington)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Portfolio Strategies (Washington)’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
2014
Q4 		– Sell
-4,390
Closed -$439K – 27
2014
Q3 		$439K Sell
4,390
-47
-1% -$4.76K 0.5% 34
2014
Q2 		$449K Buy
+4,437
New +$435K 0.5% 33

Other funds holding IWD

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Portfolio Strategies (Washington)'s IWD Position: Q4 2014 in Review

Portfolio Strategies (Washington) sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2014, closing a stake of 4,390 shares — an estimated $439K sold.

Portfolio Strategies (Washington) first reported a position in IWD in Q2 2014 and held it in 2 quarters. The position peaked at $449K in Q2 2014. 520 funds tracked by Wall St. Rank hold IWD as of Q4 2014.

  • Portfolio Strategies (Washington) reported no remaining iShares Russell 1000 Value ETF position as of Q4 2014 after selling out during the quarter.
  • Portfolio Strategies (Washington) sold 4,390 iShares Russell 1000 Value ETF shares in Q4 2014, an estimated $439K.
  • Portfolio Strategies (Washington) first reported a position in iShares Russell 1000 Value ETF in Q2 2014 and held it in 2 quarters.
  • Portfolio Strategies (Washington)'s iShares Russell 1000 Value ETF position peaked at $449K in Q2 2014.
  • 520 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2014.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2014, filed 9 Feb 2015.