Atherton Lane Advisers’s iShares Russell 2000 Value ETF IWN Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$765K	Sell	8,320 -145	-2%	-$13.8K	0.04%	120
2015 Q3	$763K	Hold	8,465	–	–	0.05%	121
2015 Q2	$863K	Hold	8,465	–	–	0.05%	117
2015 Q1	$874K	Sell	8,465 -255	-3%	-$25.7K	0.05%	133
2014 Q4	$887K	Sell	8,720 -260	-3%	-$25.5K	0.05%	133
2014 Q3	$840K	Buy	8,980 +1,065	+13%	+$105K	0.05%	140
2014 Q2	$817K	Buy	+7,915	New	+$787K	0.05%	139

Other funds holding IWN

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atherton Lane Advisers's IWN Position: Q4 2015 in Review

Atherton Lane Advisers reduced its iShares Russell 2000 Value ETF (IWN) stake by 1.7% in Q4 2015, selling an estimated $13.8K and leaving 8,320 shares worth $765K. The position accounts for 0.04% of the portfolio, ranked #120.

Atherton Lane Advisers first reported a position in IWN in Q2 2014 and has held it in 7 quarters since. The position peaked at $887K in Q4 2014. 420 funds tracked by Wall St. Rank hold IWN as of Q4 2015.

Atherton Lane Advisers held 8,320 shares of iShares Russell 2000 Value ETF worth $765K as of Q4 2015.
Atherton Lane Advisers sold 145 iShares Russell 2000 Value ETF shares in Q4 2015, an estimated $13.8K.
iShares Russell 2000 Value ETF made up 0.04% of Atherton Lane Advisers's portfolio in Q4 2015, its #120 holding.
Atherton Lane Advisers first reported a position in iShares Russell 2000 Value ETF in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's iShares Russell 2000 Value ETF position peaked at $887K in Q4 2014.
420 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.