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Winch Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Winch Advisory Services’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
2018
Q3 		– Sell
-250
Closed -$30K – 334
2018
Q2 		$30K Buy
+250
New +$30.4K 0.02% 133
2015
Q2 		– Sell
-381
Closed -$39K – 317
2015
Q1 		$39K Buy
+381
New +$39.5K 0.02% 92
2014
Q4 		– Sell
-203
Closed -$20K – 108
2014
Q3 		$20K Buy
203
+2
+1% +$203 0.01% 102
2014
Q2 		$20K Hold
201
– – 0.01% 129
2014
Q1 		$19K Buy
+201
New +$18.8K 0.01% 141

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return