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

WFG 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
2017
Q2 		$1.63M Buy
13,973
+2,251
+19% +$259K 0.37% 70
2017
Q1 		$1.35M Buy
11,722
+4,048
+53% +$464K 0.36% 70
2016
Q4 		$860K Buy
7,674
+2,366
+45% +$256K 0.21% 118
2016
Q3 		$561K Buy
5,308
+2,232
+73% +$235K 0.14% 167
2016
Q2 		$318K Buy
3,076
+800
+35% +$80.8K 0.08% 229
2016
Q1 		$225K Buy
2,276
+1,680
+282% +$157K 0.07% 272
2015
Q4 		$58K Buy
596
+221
+59% +$21.9K 0.02% 628
2015
Q3 		$35K Buy
375
+178
+90% +$17.7K 0.01% 748
2015
Q2 		$20K Sell
197
-36
-15% -$3.77K 0.01% 977
2015
Q1 		$24K Buy
+233
New +$24.1K 0.01% 933
2014
Q4 		– Sell
-30
Closed -$3K – 2159
2014
Q3 		$3K Hold
30
– – ﹤0.01% 1794
2014
Q2 		$3K Sell
30
-215
-88% -$21.1K ﹤0.01% 1760
2014
Q1 		$24K Sell
245
-1,582
-87% -$148K ﹤0.01% 1190
2013
Q4 		$172K Sell
1,827
-306
-14% -$27.7K 0.02% 566
2013
Q3 		$184K Sell
2,133
-67
-3% -$5.81K 0.03% 516
2013
Q2 		$184K Buy
+2,200
New +$183K 0.03% 480

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

WFG Advisors's IWD Position: Q2 2017 in Review

WFG Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 19% in Q2 2017, buying an estimated $259K and bringing the position to 13,973 shares worth $1.63M. The position accounts for 0.37% of the portfolio, ranked #70.

WFG Advisors first reported a position in IWD in Q2 2013 and has held it in 16 quarters since. 698 funds tracked by Wall St. Rank hold IWD as of Q2 2017.

  • WFG Advisors held 13,973 shares of iShares Russell 1000 Value ETF worth $1.63M as of Q2 2017.
  • WFG Advisors bought 2,251 iShares Russell 1000 Value ETF shares in Q2 2017, an estimated $259K.
  • iShares Russell 1000 Value ETF made up 0.37% of WFG Advisors's portfolio in Q2 2017, its #70 holding.
  • WFG Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 16 quarters since.
  • 698 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.