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

WealthShield’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 		$400K Buy
+3,201
New +$388K 0.24% 78

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthShield's IWD Position: Q4 2017 in Review

WealthShield opened a new position in iShares Russell 1000 Value ETF (IWD) in Q4 2017: 3,201 shares worth $400K. The stake represents 0.24% of the portfolio and ranks #78 among its holdings.

857 funds tracked by Wall St. Rank hold IWD as of Q4 2017.

  • WealthShield held 3,201 shares of iShares Russell 1000 Value ETF worth $400K as of Q4 2017.
  • iShares Russell 1000 Value ETF was a new WealthShield position in Q4 2017.
  • iShares Russell 1000 Value ETF made up 0.24% of WealthShield's portfolio in Q4 2017, its #78 holding.
  • 857 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.