BTIS
IWN icon

BB&T Investment Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

BB&T 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
2017
Q4 		$20K Buy
165
+130
+371% +$16.2K ﹤0.01% 798
2017
Q3 		$4K Hold
35
– – ﹤0.01% 967
2017
Q2 		$4K Hold
35
– – ﹤0.01% 915
2017
Q1 		$4K Hold
35
– – ﹤0.01% 857
2016
Q4 		$4K Buy
+35
New +$3.87K ﹤0.01% 615

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $79.5B AUM 27.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BB&T Investment Services's IWN Position: Q4 2017 in Review

BB&T Investment Services increased its iShares Russell 2000 Value ETF (IWN) stake by 371% in Q4 2017, buying an estimated $16.2K and bringing the position to 165 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

BB&T Investment Services first reported a position in IWN in Q4 2016 and has held it in 5 quarters since. 630 funds tracked by Wall St. Rank hold IWN as of Q4 2017.

  • BB&T Investment Services held 165 shares of iShares Russell 2000 Value ETF worth $20K as of Q4 2017.
  • BB&T Investment Services bought 130 iShares Russell 2000 Value ETF shares in Q4 2017, an estimated $16.2K.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #798 holding.
  • BB&T Investment Services first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and has held it in 5 quarters since.
  • 630 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.