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Quad-Cities Investment Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Quad-Cities Investment 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
2019
Q4 		– Sell
-277
Closed -$36K – 429
2019
Q3 		$36K Hold
277
– – 0.03% 384
2019
Q2 		$35K Buy
+277
New +$34.7K 0.03% 392

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quad-Cities Investment Group's IWD Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2019, closing a stake of 277 shares — an estimated $36K sold.

Quad-Cities Investment Group first reported a position in IWD in Q2 2019 and held it in 2 quarters. The position peaked at $36K in Q3 2019. 1,109 funds tracked by Wall St. Rank hold IWD as of Q4 2019.

  • Quad-Cities Investment Group reported no remaining iShares Russell 1000 Value ETF position as of Q4 2019 after selling out during the quarter.
  • Quad-Cities Investment Group sold 277 iShares Russell 1000 Value ETF shares in Q4 2019, an estimated $36K.
  • Quad-Cities Investment Group first reported a position in iShares Russell 1000 Value ETF in Q2 2019 and held it in 2 quarters.
  • Quad-Cities Investment Group's iShares Russell 1000 Value ETF position peaked at $36K in Q3 2019.
  • 1,109 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.