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

Strategic Capital 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
2014
Q2 		$11K Hold
113
– – ﹤0.01% 257
2014
Q1 		$11K Hold
113
– – ﹤0.01% 300
2013
Q4 		$11K Buy
+113
New +$10.2K 0.01% 222
2013
Q3 		– Sell
-167
Closed -$14K – 263
2013
Q2 		$14K Buy
+167
New +$13.9K 0.01% 224

Other funds holding IWD

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Strategic Capital Group's IWD Position: Q2 2014 in Review

Strategic Capital Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2014 at 113 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Strategic Capital Group first reported a position in IWD in Q2 2013 and has held it in 4 quarters since. The position peaked at $14K in Q2 2013. 454 funds tracked by Wall St. Rank hold IWD as of Q2 2014.

  • Strategic Capital Group held 113 shares of iShares Russell 1000 Value ETF worth $11K as of Q2 2014.
  • Strategic Capital Group left its iShares Russell 1000 Value ETF share count unchanged in Q2 2014.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Strategic Capital Group's portfolio in Q2 2014, its #257 holding.
  • Strategic Capital Group first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 4 quarters since.
  • Strategic Capital Group's iShares Russell 1000 Value ETF position peaked at $14K in Q2 2013.
  • 454 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.