Sanchez Wealth Management Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sanchez Wealth Management 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
2020 Q1	–	Sell	-75,939	Closed	-$10.4M	–	22
2019 Q4	$10.4M	Buy	75,939 +2,076	+3%	+$274K	7.51%	6
2019 Q3	$9.47M	Buy	73,863 +3,077	+4%	+$391K	7.81%	7
2019 Q2	$9.01M	Buy	70,786 +1,284	+2%	+$161K	7.76%	7
2019 Q1	$8.58M	Buy	69,502 +959	+1%	+$115K	7.66%	7
2018 Q4	$7.61M	Sell	68,543 -34,343	-33%	-$4.12M	8.4%	5
2018 Q3	$13.1M	Buy	102,886 +1,068	+1%	+$134K	13.4%	3
2018 Q2	$12.4M	Buy	101,818 +911	+0.9%	+$111K	11.7%	4
2018 Q1	$11.8M	Buy	100,907 +1,374	+1%	+$171K	11.95%	4
2017 Q4	$12.6M	Buy	+99,533	New	+$12.1M	12.99%	3

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Sanchez Wealth Management Group's IWD Position: Q1 2020 in Review

Sanchez Wealth Management Group sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2020, closing a stake of 75,939 shares — an estimated $10.4M sold.

Sanchez Wealth Management Group first reported a position in IWD in Q4 2017 and held it in 9 quarters. The position peaked at $13.1M in Q3 2018. 991 funds tracked by Wall St. Rank hold IWD as of Q1 2020.

Sanchez Wealth Management Group reported no remaining iShares Russell 1000 Value ETF position as of Q1 2020 after selling out during the quarter.
Sanchez Wealth Management Group sold 75,939 iShares Russell 1000 Value ETF shares in Q1 2020, an estimated $10.4M.
Sanchez Wealth Management Group first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and held it in 9 quarters.
Sanchez Wealth Management Group's iShares Russell 1000 Value ETF position peaked at $13.1M in Q3 2018.
991 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2020.

Based on Sanchez Wealth Management Group's 13F filing for Q1 2020, filed 15 May 2020.