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Sound View Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sound View Wealth 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
2019
Q1 		$1.94M Sell
15,713
-167
-1% -$20.1K 0.61% 54
2018
Q4 		$1.76M Buy
+15,880
New +$1.9M 0.64% 47

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

Sound View Wealth Advisors's IWD Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.1% in Q1 2019, selling an estimated $20.1K and leaving 15,713 shares worth $1.94M. The position accounts for 0.61% of the portfolio, ranked #54.

Sound View Wealth Advisors first reported a position in IWD in Q4 2018 and has held it in 2 quarters since. 958 funds tracked by Wall St. Rank hold IWD as of Q1 2019.

  • Sound View Wealth Advisors held 15,713 shares of iShares Russell 1000 Value ETF worth $1.94M as of Q1 2019.
  • Sound View Wealth Advisors sold 167 iShares Russell 1000 Value ETF shares in Q1 2019, an estimated $20.1K.
  • iShares Russell 1000 Value ETF made up 0.61% of Sound View Wealth Advisors's portfolio in Q1 2019, its #54 holding.
  • Sound View Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 2 quarters since.
  • 958 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.