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TCG Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

TCG Advisors’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
Q1 		– Sell
-84,356
Closed -$9.37M – 495
2018
Q4 		$9.37M Buy
+84,356
New +$10.1M 9.49% 2

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TCG Advisors's IWD Position: Q1 2019 in Review

TCG Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2019, closing a stake of 84,356 shares — an estimated $9.37M sold.

TCG Advisors first reported a position in IWD in Q4 2018 and held it in 1 quarter. The position peaked at $9.37M in Q4 2018. 959 funds tracked by Wall St. Rank hold IWD as of Q1 2019.

  • TCG Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2019 after selling out during the quarter.
  • TCG Advisors sold 84,356 iShares Russell 1000 Value ETF shares in Q1 2019, an estimated $9.37M.
  • TCG Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and held it in 1 quarter.
  • TCG Advisors's iShares Russell 1000 Value ETF position peaked at $9.37M in Q4 2018.
  • 959 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2019.

Based on TCG Advisors's 13F filing for Q1 2019, filed 14 May 2019.