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

Taylor Hoffman 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
2020 Q3	–	Sell	-1,125	Closed	-$127K	–	240
2020 Q2	$127K	Buy	+1,125	New	+$124K	0.08%	137
2020 Q1	–	Sell	-1,134	Closed	-$155K	–	244
2019 Q4	$155K	Sell	1,134 -51	-4%	-$6.72K	0.1%	131
2019 Q3	$152K	Hold	1,185	–	–	0.11%	129
2019 Q2	$151K	Hold	1,185	–	–	0.12%	127
2019 Q1	$146K	Hold	1,185	–	–	0.11%	125
2018 Q4	$132K	Sell	1,185 -10	-0.8%	-$1.2K	0.12%	117
2018 Q3	$151K	Hold	1,195	–	–	0.12%	114
2018 Q2	$145K	Hold	1,195	–	–	0.13%	114
2018 Q1	$143K	Hold	1,195	–	–	0.13%	115
2017 Q4	$149K	Buy	+1,195	New	+$145K	0.14%	110

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Taylor Hoffman Wealth Management's IWD Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2020, closing a stake of 1,125 shares — an estimated $127K sold.

Taylor Hoffman Wealth Management first reported a position in IWD in Q4 2017 and held it in 10 quarters. The position peaked at $155K in Q4 2019. 1,000 funds tracked by Wall St. Rank hold IWD as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 1,125 iShares Russell 1000 Value ETF shares in Q3 2020, an estimated $127K.
Taylor Hoffman Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's iShares Russell 1000 Value ETF position peaked at $155K in Q4 2019.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.