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Baltimore-Washington Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Baltimore-Washington Financial Advisors’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
Q3 		– Sell
-158
Closed -$16K – 284
2015
Q2 		$16K Buy
158
+110
+229% +$11.3K ﹤0.01% 167
2015
Q1 		$5K Hold
48
– – ﹤0.01% 230
2014
Q4 		$5K Hold
48
– – ﹤0.01% 227
2014
Q3 		$4K Buy
+48
New +$4.75K ﹤0.01% 248
2013
Q3 		– Sell
-50
Closed -$4K – 214
2013
Q2 		$4K Buy
+50
New +$4.24K ﹤0.01% 166

Other funds holding IWN

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return