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Simply Money Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Simply Money Advisors’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
2013
Q3 		– Sell
-115
Closed -$10K – 238
2013
Q2 		$10K Buy
+115
New +$9.58K ﹤0.01% 163

Other funds holding IWD

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Simply Money Advisors's IWD Position: Q3 2013 in Review

Simply Money Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2013, closing a stake of 115 shares — an estimated $10K sold.

Simply Money Advisors first reported a position in IWD in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 378 funds tracked by Wall St. Rank hold IWD as of Q3 2013.

  • Simply Money Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 115 iShares Russell 1000 Value ETF shares in Q3 2013, an estimated $10K.
  • Simply Money Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's iShares Russell 1000 Value ETF position peaked at $10K in Q2 2013.
  • 378 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.