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Woodley Farra Manion Portfolio Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-235
Closed -$26K – 244
2020
Q2 		$26K Hold
235
– – ﹤0.01% 209
2020
Q1 		$23K Hold
235
– – ﹤0.01% 219
2019
Q4 		$32K Buy
+235
New +$31K ﹤0.01% 214

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's IWD Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2020, closing a stake of 235 shares — an estimated $26K sold.

Woodley Farra Manion Portfolio Management first reported a position in IWD in Q4 2019 and held it in 3 quarters. The position peaked at $32K in Q4 2019. 1,001 funds tracked by Wall St. Rank hold IWD as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 235 iShares Russell 1000 Value ETF shares in Q3 2020, an estimated $26K.
  • Woodley Farra Manion Portfolio Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's iShares Russell 1000 Value ETF position peaked at $32K in Q4 2019.
  • 1,001 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.