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Strategic Capital Advisers’s iShares Russell 1000 Value ETF IWD Stock Holding History

Strategic Capital Advisers’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
-115
Closed -$15K – 70
2019
Q3 		$15K Buy
+115
New +$14.6K 0.02% 68

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

Strategic Capital Advisers's IWD Position: Q4 2019 in Review

Strategic Capital Advisers sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2019, closing a stake of 115 shares — an estimated $15K sold.

Strategic Capital Advisers first reported a position in IWD in Q3 2019 and held it in 1 quarter. The position peaked at $15K in Q3 2019. 1,109 funds tracked by Wall St. Rank hold IWD as of Q4 2019.

  • Strategic Capital Advisers reported no remaining iShares Russell 1000 Value ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Capital Advisers sold 115 iShares Russell 1000 Value ETF shares in Q4 2019, an estimated $15K.
  • Strategic Capital Advisers first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and held it in 1 quarter.
  • Strategic Capital Advisers's iShares Russell 1000 Value ETF position peaked at $15K in Q3 2019.
  • 1,109 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2019.

Based on Strategic Capital Advisers's 13F filing for Q4 2019, filed 27 Jan 2020.