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TI-Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

TI-Trust’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
Q4 		$10K Buy
+72
New +$9.49K 0.01% 283

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TI-Trust's IWD Position: Q4 2019 in Review

TI-Trust opened a new position in iShares Russell 1000 Value ETF (IWD) in Q4 2019: 72 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #283 among its holdings.

1,109 funds tracked by Wall St. Rank hold IWD as of Q4 2019.

  • TI-Trust held 72 shares of iShares Russell 1000 Value ETF worth $10K as of Q4 2019.
  • iShares Russell 1000 Value ETF was a new TI-Trust position in Q4 2019.
  • iShares Russell 1000 Value ETF made up 0.01% of TI-Trust's portfolio in Q4 2019, its #283 holding.
  • 1,109 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2019.

Based on TI-Trust's 13F filing for Q4 2019, filed 7 Feb 2020.