WP Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

WP Advisors’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
2019 Q2	–	Sell	-256	Closed	-$317	–	112
2019 Q1	$317	Buy	+256	New	+$30.8K	0.03%	150
2018 Q4	–	Sell	-252	Closed	-$32K	–	148
2018 Q3	$32K	Buy	252 +2	+0.8%	+$251	0.03%	153
2018 Q2	$30K	Buy	+250	New	+$30.4K	0.03%	158

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

WP Advisors's IWD Position: Q2 2019 in Review

WP Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2019, closing a stake of 256 shares — an estimated $317 sold.

WP Advisors first reported a position in IWD in Q2 2018 and held it in 3 quarters. The position peaked at $32K in Q3 2018. 966 funds tracked by Wall St. Rank hold IWD as of Q2 2019.

WP Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q2 2019 after selling out during the quarter.
WP Advisors sold 256 iShares Russell 1000 Value ETF shares in Q2 2019, an estimated $317.
WP Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2018 and held it in 3 quarters.
WP Advisors's iShares Russell 1000 Value ETF position peaked at $32K in Q3 2018.
966 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.