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SFE Investment Counsel’s iShares Russell 1000 Value ETF IWD Stock Holding History

SFE Investment Counsel’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
Q1 		– Sell
-4,658
Closed -$517K – 123
2018
Q4 		$517K Buy
4,658
+157
+3% +$18.8K 0.26% 87
2018
Q3 		$570K Buy
4,501
+533
+13% +$66.9K 0.22% 93
2018
Q2 		$482K Buy
+3,968
New +$482K 0.2% 93

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SFE Investment Counsel's IWD Position: Q1 2019 in Review

SFE Investment Counsel sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2019, closing a stake of 4,658 shares — an estimated $517K sold.

SFE Investment Counsel first reported a position in IWD in Q2 2018 and held it in 3 quarters. The position peaked at $570K in Q3 2018. 958 funds tracked by Wall St. Rank hold IWD as of Q1 2019.

  • SFE Investment Counsel reported no remaining iShares Russell 1000 Value ETF position as of Q1 2019 after selling out during the quarter.
  • SFE Investment Counsel sold 4,658 iShares Russell 1000 Value ETF shares in Q1 2019, an estimated $517K.
  • SFE Investment Counsel first reported a position in iShares Russell 1000 Value ETF in Q2 2018 and held it in 3 quarters.
  • SFE Investment Counsel's iShares Russell 1000 Value ETF position peaked at $570K in Q3 2018.
  • 958 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2019.

Based on SFE Investment Counsel's 13F filing for Q1 2019, filed 8 May 2019.