WI
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WBI Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

WBI Investments’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
Q2 		– Sell
-15,839
Closed -$1.82M – 334
2017
Q1 		$1.82M Buy
15,839
+9,003
+132% +$1.03M 0.08% 164
2016
Q4 		$766K Buy
+6,836
New +$739K 0.03% 221

Other funds holding IWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WBI Investments's IWD Position: Q2 2017 in Review

WBI Investments sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2017, closing a stake of 15,839 shares — an estimated $1.82M sold.

WBI Investments first reported a position in IWD in Q4 2016 and held it in 2 quarters. The position peaked at $1.82M in Q1 2017. 698 funds tracked by Wall St. Rank hold IWD as of Q2 2017.

  • WBI Investments reported no remaining iShares Russell 1000 Value ETF position as of Q2 2017 after selling out during the quarter.
  • WBI Investments sold 15,839 iShares Russell 1000 Value ETF shares in Q2 2017, an estimated $1.82M.
  • WBI Investments first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and held it in 2 quarters.
  • WBI Investments's iShares Russell 1000 Value ETF position peaked at $1.82M in Q1 2017.
  • 698 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2017.

Based on WBI Investments's 13F filing for Q2 2017, filed 10 Aug 2017.