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

Silicon Hills 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
2020
Q1 		– Sell
-1
Closed -$137 – 182
2019
Q4 		$137 Buy
+1
New +$132 0.11% 86

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
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Goldman Sachs
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Silicon Hills Wealth Management's IWD Position: Q1 2020 in Review

Silicon Hills Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2020, closing a stake of 1 share — an estimated $137 sold.

Silicon Hills Wealth Management first reported a position in IWD in Q4 2019 and held it in 1 quarter. The position peaked at $137 in Q4 2019. 991 funds tracked by Wall St. Rank hold IWD as of Q1 2020.

  • Silicon Hills Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 1 iShares Russell 1000 Value ETF share in Q1 2020, an estimated $137.
  • Silicon Hills Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 1 quarter.
  • Silicon Hills Wealth Management's iShares Russell 1000 Value ETF position peaked at $137 in Q4 2019.
  • 991 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2020.

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