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United Services Automobile Association’s iShares Russell 1000 Value ETF IWD Stock Holding History

United Services Automobile Association’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
2017
Q4 		– Sell
-946,168
Closed -$112M – 1469
2017
Q3 		$112M Buy
946,168
+135,520
+17% +$15.8M 0.33% 67
2017
Q2 		$94.4M Buy
810,648
+135,632
+20% +$15.6M 0.29% 74
2017
Q1 		$77.6M Buy
675,016
+236,695
+54% +$27.1M 0.24% 86
2016
Q4 		$49.1M Buy
438,321
+275,555
+169% +$29.8M 0.16% 143
2016
Q3 		$17.2M Buy
+162,766
New +$17.2M 0.06% 348
2015
Q2 		– Sell
-14,072
Closed -$1.45M – 1286
2015
Q1 		$1.45M Sell
14,072
-2,266,494
-99% -$235M 0.01% 1040
2014
Q4 		$238M Buy
2,280,566
+835,200
+58% +$85.2M 0.84% 13
2014
Q3 		$145M Buy
1,445,366
+12,415
+0.9% +$1.26M 0.52% 35
2014
Q2 		$145M Sell
1,432,951
-957,023
-40% -$93.8M 0.53% 40
2014
Q1 		$231M Buy
2,389,974
+95,862
+4% +$8.98M 0.9% 10
2013
Q4 		$216M Buy
2,294,112
+1,463
+0.1% +$133K 0.86% 11
2013
Q3 		$198M Buy
2,292,649
+123,639
+6% +$10.7M 0.85% 13
2013
Q2 		$182M Buy
+2,169,010
New +$181M 0.85% 14

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Services Automobile Association's IWD Position: Q4 2017 in Review

United Services Automobile Association sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2017, closing a stake of 946,168 shares — an estimated $112M sold.

United Services Automobile Association first reported a position in IWD in Q2 2013 and held it in 13 quarters. The position peaked at $238M in Q4 2014. 856 funds tracked by Wall St. Rank hold IWD as of Q4 2017.

  • United Services Automobile Association reported no remaining iShares Russell 1000 Value ETF position as of Q4 2017 after selling out during the quarter.
  • United Services Automobile Association sold 946,168 iShares Russell 1000 Value ETF shares in Q4 2017, an estimated $112M.
  • United Services Automobile Association first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and held it in 13 quarters.
  • United Services Automobile Association's iShares Russell 1000 Value ETF position peaked at $238M in Q4 2014.
  • 856 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2017.

Based on United Services Automobile Association's 13F filing for Q4 2017, filed 14 Feb 2018.