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Riversville Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Riversville Capital’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
Q2 		– Sell
-163,411
Closed -$15.8M – 12
2014
Q1 		$15.8M Hold
163,411
– – 36.54% 1
2013
Q4 		$15.4M Sell
163,411
-48,967
-23% -$4.44M 8.62% 1
2013
Q3 		$18.3M Hold
212,378
– – 10.08% 1
2013
Q2 		$17.8M Buy
+212,378
New +$17.7M 10.35% 1

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B 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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Riversville Capital's IWD Position: Q2 2014 in Review

Riversville Capital sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2014, closing a stake of 163,411 shares — an estimated $15.8M sold.

Riversville Capital first reported a position in IWD in Q2 2013 and held it in 4 quarters. The position peaked at $18.3M in Q3 2013. 453 funds tracked by Wall St. Rank hold IWD as of Q2 2014.

  • Riversville Capital reported no remaining iShares Russell 1000 Value ETF position as of Q2 2014 after selling out during the quarter.
  • Riversville Capital sold 163,411 iShares Russell 1000 Value ETF shares in Q2 2014, an estimated $15.8M.
  • Riversville Capital first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and held it in 4 quarters.
  • Riversville Capital's iShares Russell 1000 Value ETF position peaked at $18.3M in Q3 2013.
  • 453 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2014.

Based on Riversville Capital's 13F filing for Q2 2014.