Simmons Bank’s iShares Russell 1000 Value ETF IWD Stock Holding History

Simmons Bank’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	-1,932	Closed	-$264K	–	350
2019 Q4	$264K	Sell	1,932 -155	-7%	-$20.4K	0.02%	317
2019 Q3	$268K	Sell	2,087 -50	-2%	-$6.35K	0.03%	316
2019 Q2	$272K	Buy	2,137 +387	+22%	+$48.4K	0.03%	329
2019 Q1	$216K	Buy	+1,750	New	+$210K	0.02%	357
2018 Q4	–	Sell	-1,830	Closed	-$232K	–	354
2018 Q3	$232K	Hold	1,830	–	–	0.02%	353
2018 Q2	$222K	Hold	1,830	–	–	0.02%	349
2018 Q1	$220K	Sell	1,830 -77	-4%	-$9.6K	0.02%	331
2017 Q4	$238K	Sell	1,907 -178	-9%	-$21.6K	0.02%	285
2017 Q3	$247K	Buy	+2,085	New	+$243K	0.03%	291

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Simmons Bank's IWD Position: Q1 2020 in Review

Simmons Bank sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2020, closing a stake of 1,932 shares — an estimated $264K sold.

Simmons Bank first reported a position in IWD in Q3 2017 and held it in 9 quarters. The position peaked at $272K in Q2 2019. 991 funds tracked by Wall St. Rank hold IWD as of Q1 2020.

Simmons Bank reported no remaining iShares Russell 1000 Value ETF position as of Q1 2020 after selling out during the quarter.
Simmons Bank sold 1,932 iShares Russell 1000 Value ETF shares in Q1 2020, an estimated $264K.
Simmons Bank first reported a position in iShares Russell 1000 Value ETF in Q3 2017 and held it in 9 quarters.
Simmons Bank's iShares Russell 1000 Value ETF position peaked at $272K in Q2 2019.
991 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2020.

Based on Simmons Bank's 13F filing for Q1 2020, filed 14 May 2020.