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Wealthfront’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wealthfront’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
-9,115
Closed -$1.08M – 515
2017
Q3 		$1.08M Buy
+9,115
New +$1.06M 0.01% 186
2015
Q4 		– Sell
-162
Closed -$15K – 662
2015
Q3 		$15K Buy
+162
New +$16.1K ﹤0.01% 832
2015
Q1 		– Sell
-460
Closed -$48K – 1228
2014
Q4 		$48K Buy
+460
New +$46.9K ﹤0.01% 486

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

Wealthfront's IWD Position: Q4 2017 in Review

Wealthfront sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2017, closing a stake of 9,115 shares — an estimated $1.08M sold.

Wealthfront first reported a position in IWD in Q4 2014 and held it in 3 quarters. The position peaked at $1.08M in Q3 2017. 856 funds tracked by Wall St. Rank hold IWD as of Q4 2017.

  • Wealthfront reported no remaining iShares Russell 1000 Value ETF position as of Q4 2017 after selling out during the quarter.
  • Wealthfront sold 9,115 iShares Russell 1000 Value ETF shares in Q4 2017, an estimated $1.08M.
  • Wealthfront first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and held it in 3 quarters.
  • Wealthfront's iShares Russell 1000 Value ETF position peaked at $1.08M in Q3 2017.
  • 856 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2017.

Based on Wealthfront's 13F filing for Q4 2017, filed 9 Feb 2018.