Squar Milner Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-441	Closed	-$43K	–	456
2020 Q1	$43K	Hold	441	–	–	0.03%	372
2019 Q4	$60K	Buy	+441	New	+$58.1K	0.03%	391
2019 Q3	–	Sell	-441	Closed	-$56K	–	461
2019 Q2	$56K	Sell	441 -1,214	-73%	-$152K	0.04%	339
2019 Q1	$204K	Hold	1,655	–	–	0.15%	163
2018 Q4	$184K	Hold	1,655	–	–	0.18%	144
2018 Q3	$210K	Buy	1,655 +22	+1%	+$2.76K	0.19%	144
2018 Q2	$198K	Buy	+1,633	New	+$199K	0.17%	158
2018 Q1	–	Sell	-1,633	Closed	-$213K	–	168
2017 Q4	$213K	Buy	+1,633	New	+$198K	0.26%	139

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Squar Milner Financial Services's IWD Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2020, closing a stake of 441 shares — an estimated $43K sold.

Squar Milner Financial Services first reported a position in IWD in Q4 2017 and held it in 8 quarters. The position peaked at $213K in Q4 2017. 988 funds tracked by Wall St. Rank hold IWD as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares Russell 1000 Value ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 441 iShares Russell 1000 Value ETF shares in Q2 2020, an estimated $43K.
Squar Milner Financial Services first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and held it in 8 quarters.
Squar Milner Financial Services's iShares Russell 1000 Value ETF position peaked at $213K in Q4 2017.
988 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.