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AlphaOne Investment Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

AlphaOne Investment Services’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,686
Closed -$212K – 463
2017
Q4 		$212K Buy
1,686
+938
+125% +$117K 0.06% 94
2017
Q3 		$93K Sell
748
-1,883
-72% -$222K 0.02% 155
2017
Q2 		$312K Buy
2,631
+257
+11% +$30.2K 0.08% 92
2017
Q1 		$281K Buy
+2,374
New +$282K 0.07% 104

Other funds holding IWN

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AlphaOne Investment Services's IWN Position: Q1 2018 in Review

AlphaOne Investment Services sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2018, closing a stake of 1,686 shares — an estimated $212K sold.

AlphaOne Investment Services first reported a position in IWN in Q1 2017 and held it in 4 quarters. The position peaked at $312K in Q2 2017. 599 funds tracked by Wall St. Rank hold IWN as of Q1 2018.

  • AlphaOne Investment Services reported no remaining iShares Russell 2000 Value ETF position as of Q1 2018 after selling out during the quarter.
  • AlphaOne Investment Services sold 1,686 iShares Russell 2000 Value ETF shares in Q1 2018, an estimated $212K.
  • AlphaOne Investment Services first reported a position in iShares Russell 2000 Value ETF in Q1 2017 and held it in 4 quarters.
  • AlphaOne Investment Services's iShares Russell 2000 Value ETF position peaked at $312K in Q2 2017.
  • 599 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2018.

Based on AlphaOne Investment Services's 13F filing for Q1 2018, filed 14 May 2018.