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Risk Paradigm Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Risk Paradigm 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
Q4 		$242K Hold
2,182
– – 0.59% 40
2018
Q3 		$276K Hold
2,182
– – 0.55% 41
2018
Q2 		$265K Sell
2,182
-9,075
-81% -$1.1M 0.51% 42
2018
Q1 		$1.35M Sell
11,257
-1,735
-13% -$216K 1.72% 16
2017
Q4 		$1.62M Sell
12,992
-4,997
-28% -$606K 1.73% 17
2017
Q3 		$2.13M Sell
17,989
-1,160
-6% -$135K 2.6% 7
2017
Q2 		$2.23M Sell
19,149
-864
-4% -$99.4K 2.62% 6
2017
Q1 		$2.3M Buy
20,013
+6,713
+50% +$770K 2.62% 9
2016
Q4 		$1.49M Sell
13,300
-756
-5% -$81.7K 1.64% 14
2016
Q3 		$1.48M Buy
+14,056
New +$1.48M 1.11% 19

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 $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return