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Sensible Financial Planning & Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sensible Financial Planning & Management’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
Q1 		– Sell
-424
Closed -$44K – 48
2014
Q4 		$44K Hold
424
– – 0.04% 43
2014
Q3 		$42K Buy
+424
New +$42.9K 0.04% 40

Other funds holding IWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Sensible Financial Planning & Management's IWD Position: Q1 2015 in Review

Sensible Financial Planning & Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2015, closing a stake of 424 shares — an estimated $44K sold.

Sensible Financial Planning & Management first reported a position in IWD in Q3 2014 and held it in 2 quarters. The position peaked at $44K in Q4 2014. 507 funds tracked by Wall St. Rank hold IWD as of Q1 2015.

  • Sensible Financial Planning & Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2015 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 424 iShares Russell 1000 Value ETF shares in Q1 2015, an estimated $44K.
  • Sensible Financial Planning & Management first reported a position in iShares Russell 1000 Value ETF in Q3 2014 and held it in 2 quarters.
  • Sensible Financial Planning & Management's iShares Russell 1000 Value ETF position peaked at $44K in Q4 2014.
  • 507 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2015.

Based on Sensible Financial Planning & Management's 13F filing for Q1 2015, filed 14 May 2015.