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

Visionary 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
2018
Q4 		$402K Sell
3,621
-1,353
-27% -$162K 0.16% 39
2018
Q3 		$634K Buy
4,974
+1,021
+26% +$128K 0.2% 96
2018
Q2 		$480K Buy
3,953
+1,234
+45% +$150K 0.16% 102
2018
Q1 		$323K Sell
2,719
-797
-23% -$99.4K 0.1% 135
2017
Q4 		$437K Sell
3,516
-131
-4% -$15.9K 0.12% 104
2017
Q3 		$432K Buy
3,647
+324
+10% +$37.8K 0.13% 96
2017
Q2 		$387K Buy
+3,323
New +$382K 0.11% 99
2016
Q2 		– Sell
-2,965
Closed -$293K – 92
2016
Q1 		$293K Buy
2,965
+737
+33% +$69K 0.1% 96
2015
Q4 		$218K Buy
+2,228
New +$221K 0.15% 48

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 $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $564B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return