Symetra Life Insurance’s iShares Russell 1000 Value ETF IWD Stock Holding History

Symetra Life Insurance’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
2018 Q2	$164M	Hold	1,347,957	–	–	35.95%	2
2018 Q1	$162M	Buy	1,347,957 +125,177	+10%	+$15.6M	36.38%	2
2017 Q4	$152M	Buy	1,222,780 +6,201	+0.5%	+$751K	37.19%	2
2017 Q3	$144M	Buy	1,216,579 +14,210	+1%	+$1.66M	37.49%	2
2017 Q2	$140M	Buy	1,202,369 +215,964	+22%	+$24.9M	37.82%	2
2017 Q1	$113M	Sell	986,405 -70,242	-7%	-$8.05M	31.34%	2
2016 Q4	$118M	Hold	1,056,647	–	–	28.45%	2
2016 Q3	$112M	Buy	1,056,647 +11,312	+1%	+$1.19M	27.92%	2
2016 Q2	$108M	Hold	1,045,335	–	–	28.01%	2
2016 Q1	$103M	Buy	1,045,335 +6,409	+0.6%	+$600K	27.61%	2
2015 Q4	$102M	Buy	+1,038,926	New	+$103M	27.58%	2

Other funds holding IWD

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Symetra Life Insurance's IWD Position: Q2 2018 in Review

Symetra Life Insurance held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2018 at 1,347,957 shares worth $164M. The position accounts for 35.95% of the portfolio, ranked #2.

Symetra Life Insurance first reported a position in IWD in Q4 2015 and has held it in 11 quarters since. 840 funds tracked by Wall St. Rank hold IWD as of Q2 2018.

Symetra Life Insurance held 1,347,957 shares of iShares Russell 1000 Value ETF worth $164M as of Q2 2018.
Symetra Life Insurance left its iShares Russell 1000 Value ETF share count unchanged in Q2 2018.
iShares Russell 1000 Value ETF made up 35.95% of Symetra Life Insurance's portfolio in Q2 2018, its #2 holding.
Symetra Life Insurance first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 11 quarters since.
840 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2018.

Based on Symetra Life Insurance's 13F filing for Q2 2018, filed 10 Aug 2018.