Tradition Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Tradition Asset 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 Q2	$703K	Hold	6,243	–	–	0.2%	107
2020 Q1	$619K	Sell	6,243 -78	-1%	-$9.72K	0.21%	108
2019 Q4	$862K	Hold	6,321	–	–	0.21%	108
2019 Q3	$810K	Buy	6,321 +2,001	+46%	+$254K	0.21%	108
2019 Q2	$549K	Buy	+4,320	New	+$541K	0.14%	124

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Tradition Asset Management's IWD Position: Q2 2020 in Review

Tradition Asset Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2020 at 6,243 shares worth $703K. The position accounts for 0.2% of the portfolio, ranked #107.

Tradition Asset Management first reported a position in IWD in Q2 2019 and has held it in 5 quarters since. The position peaked at $862K in Q4 2019. 987 funds tracked by Wall St. Rank hold IWD as of Q2 2020.

Tradition Asset Management held 6,243 shares of iShares Russell 1000 Value ETF worth $703K as of Q2 2020.
Tradition Asset Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2020.
iShares Russell 1000 Value ETF made up 0.2% of Tradition Asset Management's portfolio in Q2 2020, its #107 holding.
Tradition Asset Management first reported a position in iShares Russell 1000 Value ETF in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's iShares Russell 1000 Value ETF position peaked at $862K in Q4 2019.
987 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.