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WESPAC Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

WESPAC Advisors’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
Q3 		– Sell
-2,704
Closed -$344K – 113
2019
Q2 		$344K Buy
2,704
+304
+13% +$38K 0.26% 76
2019
Q1 		$296K Hold
2,400
– – 0.2% 90
2018
Q4 		$267K Hold
2,400
– – 0.26% 79
2018
Q3 		$304K Buy
2,400
+159
+7% +$20K 0.18% 110
2018
Q2 		$272K Sell
2,241
-206
-8% -$25K 0.28% 88
2018
Q1 		$294K Buy
2,447
+47
+2% +$5.86K 0.18% 107
2017
Q4 		$298K Hold
2,400
– – 0.28% 97
2017
Q3 		$284K Buy
+2,400
New +$280K 0.19% 110

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

WESPAC Advisors's IWD Position: Q3 2019 in Review

WESPAC Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2019, closing a stake of 2,704 shares — an estimated $344K sold.

WESPAC Advisors first reported a position in IWD in Q3 2017 and held it in 8 quarters. The position peaked at $344K in Q2 2019. 962 funds tracked by Wall St. Rank hold IWD as of Q3 2019.

  • WESPAC Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q3 2019 after selling out during the quarter.
  • WESPAC Advisors sold 2,704 iShares Russell 1000 Value ETF shares in Q3 2019, an estimated $344K.
  • WESPAC Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2017 and held it in 8 quarters.
  • WESPAC Advisors's iShares Russell 1000 Value ETF position peaked at $344K in Q2 2019.
  • 962 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2019.

Based on WESPAC Advisors's 13F filing for Q3 2019, filed 29 Oct 2019.