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Windsor Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-248
Closed -$23K – 252
2015
Q3 		$23K Buy
+248
New +$24.6K 0.01% 245
2014
Q1 		– Sell
-241
Closed -$23K – 180
2013
Q4 		$23K Sell
241
-293
-55% -$26.6K 0.01% 254
2013
Q3 		$46K Sell
534
-9
-2% -$781 0.03% 183
2013
Q2 		$45K Buy
+543
New +$45.2K 0.03% 174

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Windsor Capital Management's IWD Position: Q4 2015 in Review

Windsor Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2015, closing a stake of 248 shares — an estimated $23K sold.

Windsor Capital Management first reported a position in IWD in Q2 2013 and held it in 4 quarters. The position peaked at $46K in Q3 2013. 580 funds tracked by Wall St. Rank hold IWD as of Q4 2015.

  • Windsor Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 248 iShares Russell 1000 Value ETF shares in Q4 2015, an estimated $23K.
  • Windsor Capital Management first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's iShares Russell 1000 Value ETF position peaked at $46K in Q3 2013.
  • 580 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.