RP
IWD icon

Riverbridge Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Riverbridge Partners’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
2015
Q4 		– Sell
-2,625
Closed -$245K – 141
2015
Q3 		$245K Sell
2,625
-763
-23% -$75.7K 0.01% 129
2015
Q2 		$349K Buy
3,388
+5
+0.1% +$524 0.01% 121
2015
Q1 		$349K Buy
3,383
+56
+2% +$5.8K 0.01% 118
2014
Q4 		$347K Buy
3,327
+39
+1% +$3.98K 0.01% 117
2014
Q3 		$329K Buy
3,288
+20
+0.6% +$2.02K 0.01% 116
2014
Q2 		$331K Buy
3,268
+16
+0.5% +$1.57K 0.01% 119
2014
Q1 		$314K Buy
3,252
+35
+1% +$3.28K 0.01% 119
2013
Q4 		$303K Buy
3,217
+9
+0.3% +$816 0.01% 116
2013
Q3 		$277K Buy
3,208
+39
+1% +$3.38K 0.01% 114
2013
Q2 		$266K Buy
+3,169
New +$264K 0.01% 118

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return