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

Tower 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
2014
Q1 		$256K Sell
2,656
-263
-9% -$24.6K 0.16% 142
2013
Q4 		$275K Hold
2,919
– – 0.17% 136
2013
Q3 		$252K Buy
+2,919
New +$253K 0.17% 134

Other funds holding IWD

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Tower Trust's IWD Position: Q1 2014 in Review

Tower Trust reduced its iShares Russell 1000 Value ETF (IWD) stake by 9% in Q1 2014, selling an estimated $24.6K and leaving 2,656 shares worth $256K. The position accounts for 0.16% of the portfolio, ranked #142.

Tower Trust first reported a position in IWD in Q3 2013 and has held it in 3 quarters since. The position peaked at $275K in Q4 2013. 435 funds tracked by Wall St. Rank hold IWD as of Q1 2014.

  • Tower Trust held 2,656 shares of iShares Russell 1000 Value ETF worth $256K as of Q1 2014.
  • Tower Trust sold 263 iShares Russell 1000 Value ETF shares in Q1 2014, an estimated $24.6K.
  • iShares Russell 1000 Value ETF made up 0.16% of Tower Trust's portfolio in Q1 2014, its #142 holding.
  • Tower Trust first reported a position in iShares Russell 1000 Value ETF in Q3 2013 and has held it in 3 quarters since.
  • Tower Trust's iShares Russell 1000 Value ETF position peaked at $275K in Q4 2013.
  • 435 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.