WTIM
IWD icon

Wilmington Trust Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wilmington Trust Investment Management’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
2014
Q2 		$649K Sell
6,441
-66
-1% -$6.47K 0.13% 120
2014
Q1 		$627K Sell
6,507
-4,747
-42% -$445K 0.13% 121
2013
Q4 		$1.05M Sell
11,254
-2,030
-15% -$184K 0.21% 83
2013
Q3 		$1.14M Buy
13,284
+63
+0.5% +$5.47K 0.24% 74
2013
Q2 		$1.11M Buy
+13,221
New +$1.1M 0.24% 71

Other funds holding IWD

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Wilmington Trust Investment Management's IWD Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 1% in Q2 2014, selling an estimated $6.47K and leaving 6,441 shares worth $649K. The position accounts for 0.13% of the portfolio, ranked #120.

Wilmington Trust Investment Management first reported a position in IWD in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.14M in Q3 2013. 454 funds tracked by Wall St. Rank hold IWD as of Q2 2014.

  • Wilmington Trust Investment Management held 6,441 shares of iShares Russell 1000 Value ETF worth $649K as of Q2 2014.
  • Wilmington Trust Investment Management sold 66 iShares Russell 1000 Value ETF shares in Q2 2014, an estimated $6.47K.
  • iShares Russell 1000 Value ETF made up 0.13% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #120 holding.
  • Wilmington Trust Investment Management first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust Investment Management's iShares Russell 1000 Value ETF position peaked at $1.14M in Q3 2013.
  • 454 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.