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Watson Rebecca’s iShares Russell 1000 Value ETF IWD Stock Holding History

Watson Rebecca’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
Q3 		$724K Sell
6,125
-865
-12% -$103K 0.43% 35
2020
Q2 		$787K Sell
6,990
-64
-0.9% -$7.04K 0.47% 32
2020
Q1 		$739K Hold
7,054
– – 0.51% 35
2019
Q4 		$963K Buy
+7,054
New +$930K 0.58% 35

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Watson Rebecca's IWD Position: Q3 2020 in Review

Watson Rebecca reduced its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q3 2020, selling an estimated $103K and leaving 6,125 shares worth $724K. The position accounts for 0.43% of the portfolio, ranked #35.

Watson Rebecca first reported a position in IWD in Q4 2019 and has held it in 4 quarters since. The position peaked at $963K in Q4 2019. 1,000 funds tracked by Wall St. Rank hold IWD as of Q3 2020.

  • Watson Rebecca held 6,125 shares of iShares Russell 1000 Value ETF worth $724K as of Q3 2020.
  • Watson Rebecca sold 865 iShares Russell 1000 Value ETF shares in Q3 2020, an estimated $103K.
  • iShares Russell 1000 Value ETF made up 0.43% of Watson Rebecca's portfolio in Q3 2020, its #35 holding.
  • Watson Rebecca first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 4 quarters since.
  • Watson Rebecca's iShares Russell 1000 Value ETF position peaked at $963K in Q4 2019.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.