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Sterling Investment Advisors (Pennsylvania)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q4 		– Sell
-12
Closed -$2K – 419
2019
Q3 		$2K Buy
+12
New +$1.52K ﹤0.01% 390
2018
Q4 		– Sell
-198
Closed -$25K – 414
2018
Q3 		$25K Hold
198
– – 0.01% 285
2018
Q2 		$24K Hold
198
– – 0.01% 276
2018
Q1 		$24K Buy
+198
New +$24.7K 0.01% 265

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s IWD Position: Q4 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2019, closing a stake of 12 shares — an estimated $2K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IWD in Q1 2018 and held it in 4 quarters. The position peaked at $25K in Q3 2018. 1,110 funds tracked by Wall St. Rank hold IWD as of Q4 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining iShares Russell 1000 Value ETF position as of Q4 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 12 iShares Russell 1000 Value ETF shares in Q4 2019, an estimated $2K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Russell 1000 Value ETF in Q1 2018 and held it in 4 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s iShares Russell 1000 Value ETF position peaked at $25K in Q3 2018.
  • 1,110 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2019, filed 10 Feb 2020.