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Arden Trust’s iShares Russell 2000 Value ETF IWN Stock Holding History

Arden Trust’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
2020
Q2 		– Sell
-1,070
Closed -$88K – 544
2020
Q1 		$88K Sell
1,070
-5,871
-85% -$659K 0.02% 406
2019
Q4 		$892K Sell
6,941
-53
-0.8% -$6.55K 0.14% 149
2019
Q3 		$835K Sell
6,994
-1,410
-17% -$167K 0.14% 152
2019
Q2 		$1.01M Sell
8,404
-935
-10% -$113K 0.17% 129
2019
Q1 		$1.12M Sell
9,339
-1,731
-16% -$207K 0.18% 130
2018
Q4 		$1.19M Sell
11,070
-820
-7% -$98.7K 0.21% 96
2018
Q3 		$1.58M Sell
11,890
-313
-3% -$42.2K 0.25% 85
2018
Q2 		$1.61M Sell
12,203
-446
-4% -$57.5K 0.26% 82
2018
Q1 		$1.54M Sell
12,649
-1,076
-8% -$135K 0.24% 89
2017
Q4 		$1.73M Sell
13,725
-355
-3% -$44.4K 0.26% 79
2017
Q3 		$1.75M Sell
14,080
-228
-2% -$26.9K 0.27% 79
2017
Q2 		$1.7M Sell
14,308
-2,123
-13% -$250K 0.26% 79
2017
Q1 		$1.94M Sell
16,431
-2,488
-13% -$295K 0.3% 65
2016
Q4 		$2.25M Sell
18,919
-690
-4% -$76.3K 0.34% 57
2016
Q3 		$2.05M Buy
+19,609
New +$2.01M 0.32% 65
2015
Q1 		– Sell
-18,862
Closed -$1.92M – 452
2014
Q4 		$1.92M Buy
18,862
+256
+1% +$25.1K 0.27% 84
2014
Q3 		$1.74M Sell
18,606
-1,077
-5% -$107K 0.24% 87
2014
Q2 		$2.03M Sell
19,683
-3,020
-13% -$300K 0.28% 75
2014
Q1 		$2.29M Sell
22,703
-2,953
-12% -$291K 0.28% 69
2013
Q4 		$2.55M Sell
25,656
-960
-4% -$91.7K 0.31% 62
2013
Q3 		$2.44M Sell
26,616
-2,579
-9% -$232K 0.31% 56
2013
Q2 		$2.51M Buy
+29,195
New +$2.47M 0.31% 63

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Arden Trust's IWN Position: Q2 2020 in Review

Arden Trust sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2020, closing a stake of 1,070 shares — an estimated $88K sold.

Arden Trust first reported a position in IWN in Q2 2013 and held it in 22 quarters. The position peaked at $2.55M in Q4 2013. 632 funds tracked by Wall St. Rank hold IWN as of Q2 2020.

  • Arden Trust reported no remaining iShares Russell 2000 Value ETF position as of Q2 2020 after selling out during the quarter.
  • Arden Trust sold 1,070 iShares Russell 2000 Value ETF shares in Q2 2020, an estimated $88K.
  • Arden Trust first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and held it in 22 quarters.
  • Arden Trust's iShares Russell 2000 Value ETF position peaked at $2.55M in Q4 2013.
  • 632 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.