SVA Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

SVA Wealth Management’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 Q2	–	Sell	-2,096	Closed	-$259K	–	211
2019 Q1	$259K	Hold	2,096	–	–	0.03%	191
2018 Q4	$233K	Sell	2,096 -240	-10%	-$28.8K	0.03%	192
2018 Q3	$296K	Sell	2,336 -93	-4%	-$11.7K	0.03%	185
2018 Q2	$295K	Sell	2,429 -590	-20%	-$71.7K	0.03%	181
2018 Q1	$358K	Buy	3,019 +80	+3%	+$9.97K	0.04%	164
2017 Q4	$365K	Sell	2,939 -80	-3%	-$9.69K	0.04%	162
2017 Q3	$358K	Buy	3,019 +587	+24%	+$68.4K	0.04%	164
2017 Q2	$283K	Buy	2,432 +93	+4%	+$10.7K	0.04%	172
2017 Q1	$269K	Sell	2,339 -82	-3%	-$9.4K	0.04%	169
2016 Q4	$271K	Buy	+2,421	New	+$262K	0.04%	172
2016 Q3	–	Sell	-2,208	Closed	-$228K	–	201
2016 Q2	$228K	Buy	+2,208	New	+$223K	0.04%	185
2015 Q3	–	Sell	-3,015	Closed	-$311K	–	206
2015 Q2	$311K	Hold	3,015	–	–	0.06%	175
2015 Q1	$311K	Buy	+3,015	New	+$312K	0.06%	178

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

SVA Wealth Management's IWD Position: Q2 2019 in Review

SVA Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2019, closing a stake of 2,096 shares — an estimated $259K sold.

SVA Wealth Management first reported a position in IWD in Q1 2015 and held it in 13 quarters. The position peaked at $365K in Q4 2017. 966 funds tracked by Wall St. Rank hold IWD as of Q2 2019.

SVA Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2019 after selling out during the quarter.
SVA Wealth Management sold 2,096 iShares Russell 1000 Value ETF shares in Q2 2019, an estimated $259K.
SVA Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2015 and held it in 13 quarters.
SVA Wealth Management's iShares Russell 1000 Value ETF position peaked at $365K in Q4 2017.
966 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2019.

Based on SVA Wealth Management's 13F filing for Q2 2019, filed 13 Aug 2019.