Stanford Investment Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Stanford Investment Group’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
2017 Q1	–	Sell	-993	Closed	-$111K	–	152
2016 Q4	$111K	Hold	993	–	–	0.05%	82
2016 Q3	$105K	Hold	993	–	–	0.05%	92
2016 Q2	$103K	Hold	993	–	–	0.05%	89
2016 Q1	$98K	Buy	993 +138	+16%	+$12.9K	0.06%	91
2015 Q4	$84K	Hold	855	–	–	0.05%	97
2015 Q3	$80K	Hold	855	–	–	0.06%	87
2015 Q2	$88K	Hold	855	–	–	0.07%	90
2015 Q1	$88K	Hold	855	–	–	0.07%	94
2014 Q4	$89K	Buy	+855	New	+$87.2K	0.07%	95

Other funds holding IWD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Stanford Investment Group's IWD Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2017, closing a stake of 993 shares — an estimated $111K sold.

Stanford Investment Group first reported a position in IWD in Q4 2014 and held it in 9 quarters. The position peaked at $111K in Q4 2016. 703 funds tracked by Wall St. Rank hold IWD as of Q1 2017.

Stanford Investment Group reported no remaining iShares Russell 1000 Value ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 993 iShares Russell 1000 Value ETF shares in Q1 2017, an estimated $111K.
Stanford Investment Group first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's iShares Russell 1000 Value ETF position peaked at $111K in Q4 2016.
703 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.