SC
IWD icon

Stralem & Co’s iShares Russell 1000 Value ETF IWD Stock Holding History

Stralem & Co’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 		$122K Hold
1,081
– – 0.08% 43
2020
Q1 		$107K Buy
+1,081
New +$135K 0.08% 41

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 $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stralem & Co's IWD Position: Q2 2020 in Review

Stralem & Co held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2020 at 1,081 shares worth $122K. The position accounts for 0.08% of the portfolio, ranked #43.

Stralem & Co first reported a position in IWD in Q1 2020 and has held it in 2 quarters since. 988 funds tracked by Wall St. Rank hold IWD as of Q2 2020.

  • Stralem & Co held 1,081 shares of iShares Russell 1000 Value ETF worth $122K as of Q2 2020.
  • Stralem & Co left its iShares Russell 1000 Value ETF share count unchanged in Q2 2020.
  • iShares Russell 1000 Value ETF made up 0.08% of Stralem & Co's portfolio in Q2 2020, its #43 holding.
  • Stralem & Co first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and has held it in 2 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2020.

Based on Stralem & Co's 13F filing for Q2 2020, filed 20 Jul 2020.