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Stearns Financial Services Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Stearns Financial Services 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
2020
Q1 		– Sell
-178
Closed -$24K – 219
2019
Q4 		$24K Hold
178
– – ﹤0.01% 165
2019
Q3 		$23K Hold
178
– – ﹤0.01% 158
2019
Q2 		$23K Hold
178
– – ﹤0.01% 152
2019
Q1 		$22K Buy
+178
New +$21.4K ﹤0.01% 156

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Stearns Financial Services Group's IWD Position: Q1 2020 in Review

Stearns Financial Services Group sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2020, closing a stake of 178 shares — an estimated $24K sold.

Stearns Financial Services Group first reported a position in IWD in Q1 2019 and held it in 4 quarters. The position peaked at $24K in Q4 2019. 991 funds tracked by Wall St. Rank hold IWD as of Q1 2020.

  • Stearns Financial Services Group reported no remaining iShares Russell 1000 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Stearns Financial Services Group sold 178 iShares Russell 1000 Value ETF shares in Q1 2020, an estimated $24K.
  • Stearns Financial Services Group first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and held it in 4 quarters.
  • Stearns Financial Services Group's iShares Russell 1000 Value ETF position peaked at $24K in Q4 2019.
  • 991 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2020.

Based on Stearns Financial Services Group's 13F filing for Q1 2020, filed 14 May 2020.