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

Sequoia Wealth 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
2019 Q4	–	Sell	-7,171	Closed	-$921K	–	37
2019 Q3	$921K	Buy	7,171 +283	+4%	+$36K	1.88%	16
2019 Q2	$881K	Sell	6,888 -439	-6%	-$54.9K	0.83%	22
2019 Q1	$906K	Buy	7,327 +1,406	+24%	+$169K	0.73%	27
2018 Q4	$658K	Buy	5,921 +313	+6%	+$37.5K	0.65%	30
2018 Q3	$712K	Sell	5,608 -518	-8%	-$65.1K	0.61%	36
2018 Q2	$681K	Buy	6,126 +1,604	+35%	+$195K	0.72%	31
2018 Q1	$542K	Hold	4,522	–	–	0.52%	35
2017 Q4	$572K	Buy	+4,522	New	+$548K	0.52%	34

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sequoia Wealth Management's IWD Position: Q4 2019 in Review

Sequoia Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2019, closing a stake of 7,171 shares — an estimated $921K sold.

Sequoia Wealth Management first reported a position in IWD in Q4 2017 and held it in 8 quarters. The position peaked at $921K in Q3 2019. 1,109 funds tracked by Wall St. Rank hold IWD as of Q4 2019.

Sequoia Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2019 after selling out during the quarter.
Sequoia Wealth Management sold 7,171 iShares Russell 1000 Value ETF shares in Q4 2019, an estimated $921K.
Sequoia Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and held it in 8 quarters.
Sequoia Wealth Management's iShares Russell 1000 Value ETF position peaked at $921K in Q3 2019.
1,109 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.