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Winslow Evans & Crocker’s iShares Russell 1000 Value ETF IWD Stock Holding History

Winslow Evans & Crocker’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
Q3 		– Sell
-431
Closed -$50.2K – 1190
2017
Q2 		$50.2K Sell
431
-1
-0.2% -$115 0.01% 558
2017
Q1 		$49.5K Hold
432
– – 0.02% 537
2016
Q4 		$48.3K Hold
432
– – 0.01% 544
2016
Q3 		$45.5K Sell
432
-220
-34% -$23.2K 0.01% 560
2016
Q2 		$67.3K Hold
652
– – 0.02% 455
2016
Q1 		$64.4K Buy
652
+100
+18% +$9.37K 0.02% 450
2015
Q4 		$54K Buy
552
+102
+23% +$10.1K 0.02% 518
2015
Q3 		$42K Sell
450
-692
-61% -$68.7K 0.01% 548
2015
Q2 		$118K Buy
1,142
+638
+127% +$66.9K 0.03% 394
2015
Q1 		$51.9K Buy
504
+142
+39% +$14.7K 0.01% 541
2014
Q4 		$37.8K Hold
362
– – 0.01% 592
2014
Q3 		$36.2K Hold
362
– – 0.01% 624
2014
Q2 		$36.7K Buy
362
+15
+4% +$1.47K 0.01% 554
2014
Q1 		$33.5K Hold
347
– – 0.01% 564
2013
Q4 		$33K Buy
+347
New +$31.5K 0.01% 584

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Winslow Evans & Crocker's IWD Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2017, closing a stake of 431 shares — an estimated $50.2K sold.

Winslow Evans & Crocker first reported a position in IWD in Q4 2013 and held it in 15 quarters. The position peaked at $118K in Q2 2015. 714 funds tracked by Wall St. Rank hold IWD as of Q3 2017.

  • Winslow Evans & Crocker reported no remaining iShares Russell 1000 Value ETF position as of Q3 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 431 iShares Russell 1000 Value ETF shares in Q3 2017, an estimated $50.2K.
  • Winslow Evans & Crocker first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and held it in 15 quarters.
  • Winslow Evans & Crocker's iShares Russell 1000 Value ETF position peaked at $118K in Q2 2015.
  • 714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.