SKK
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Shepherd Kaplan Krochuk’s iShares Russell 1000 Value ETF IWD Stock Holding History

Shepherd Kaplan Krochuk’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
Q3 		– Sell
-1,846
Closed -$235K – 169
2019
Q2 		$235K Buy
1,846
+10
+0.5% +$1.25K 0.17% 135
2019
Q1 		$227K Buy
1,836
+10
+0.5% +$1.2K 0.14% 147
2018
Q4 		$203K Buy
+1,826
New +$219K 0.14% 146

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Shepherd Kaplan Krochuk's IWD Position: Q3 2019 in Review

Shepherd Kaplan Krochuk sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2019, closing a stake of 1,846 shares — an estimated $235K sold.

Shepherd Kaplan Krochuk first reported a position in IWD in Q4 2018 and held it in 3 quarters. The position peaked at $235K in Q2 2019. 962 funds tracked by Wall St. Rank hold IWD as of Q3 2019.

  • Shepherd Kaplan Krochuk reported no remaining iShares Russell 1000 Value ETF position as of Q3 2019 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 1,846 iShares Russell 1000 Value ETF shares in Q3 2019, an estimated $235K.
  • Shepherd Kaplan Krochuk first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and held it in 3 quarters.
  • Shepherd Kaplan Krochuk's iShares Russell 1000 Value ETF position peaked at $235K in Q2 2019.
  • 962 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2019.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2019, filed 12 Nov 2019.