Weil Company’s iShares Russell 1000 Value ETF IWD Stock Holding History

Weil Company’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
2019 Q4	–	Sell	-452	Closed	-$58K	–	217
2019 Q3	$58K	Buy	+452	New	+$57.4K	0.04%	181

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Weil Company's IWD Position: Q4 2019 in Review

Weil Company sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2019, closing a stake of 452 shares — an estimated $58K sold.

Weil Company first reported a position in IWD in Q3 2019 and held it in 1 quarter. The position peaked at $58K in Q3 2019. 1,111 funds tracked by Wall St. Rank hold IWD as of Q4 2019.

Weil Company reported no remaining iShares Russell 1000 Value ETF position as of Q4 2019 after selling out during the quarter.
Weil Company sold 452 iShares Russell 1000 Value ETF shares in Q4 2019, an estimated $58K.
Weil Company first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and held it in 1 quarter.
Weil Company's iShares Russell 1000 Value ETF position peaked at $58K in Q3 2019.
1,111 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2019.

Based on Weil Company's 13F filing for Q4 2019, filed 13 Feb 2020.