Rushmore Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Rushmore Investment Advisors’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
2013 Q2	$18.9M	Buy	+225,859	New	+$18.8M	3.85%	4

Other funds holding IWD

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Rushmore Investment Advisors's IWD Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2013: 225,859 shares worth $18.9M. The stake represents 3.85% of the portfolio and ranks #4 among its holdings.

371 funds tracked by Wall St. Rank hold IWD as of Q2 2013.

Rushmore Investment Advisors held 225,859 shares of iShares Russell 1000 Value ETF worth $18.9M as of Q2 2013.
iShares Russell 1000 Value ETF was a new Rushmore Investment Advisors position in Q2 2013.
iShares Russell 1000 Value ETF made up 3.85% of Rushmore Investment Advisors's portfolio in Q2 2013, its #4 holding.
371 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.