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

Zeke Capital 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 Q3	–	Sell	-2,100	Closed	-$267K	–	577
2019 Q2	$267K	Hold	2,100	–	–	0.03%	491
2019 Q1	$259K	Buy	2,100 +100	+5%	+$12K	0.02%	499
2018 Q4	$222K	Hold	2,000	–	–	0.02%	495
2018 Q3	$253K	Hold	2,000	–	–	0.02%	553
2018 Q2	$243K	Hold	2,000	–	–	0.02%	479
2018 Q1	$240K	Hold	2,000	–	–	0.02%	514
2017 Q4	$249K	Hold	2,000	–	–	0.03%	436
2017 Q3	$237K	Hold	2,000	–	–	0.03%	372
2017 Q2	$233K	Hold	2,000	–	–	0.05%	246
2017 Q1	$230K	Hold	2,000	–	–	0.05%	225
2016 Q4	$224K	Hold	2,000	–	–	0.06%	171
2016 Q3	$209K	Hold	2,000	–	–	0.09%	79
2016 Q2	$206K	Buy	+2,000	New	+$202K	0.11%	17

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Zeke Capital Advisors's IWD Position: Q3 2019 in Review

Zeke Capital Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2019, closing a stake of 2,100 shares — an estimated $267K sold.

Zeke Capital Advisors first reported a position in IWD in Q2 2016 and held it in 13 quarters. The position peaked at $267K in Q2 2019. 962 funds tracked by Wall St. Rank hold IWD as of Q3 2019.

Zeke Capital Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q3 2019 after selling out during the quarter.
Zeke Capital Advisors sold 2,100 iShares Russell 1000 Value ETF shares in Q3 2019, an estimated $267K.
Zeke Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2016 and held it in 13 quarters.
Zeke Capital Advisors's iShares Russell 1000 Value ETF position peaked at $267K in Q2 2019.
962 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2019.

Based on Zeke Capital Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.