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Beaumont Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Beaumont 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
2017
Q2 		– Sell
-12,156
Closed -$1.44M – 180
2017
Q1 		$1.44M Buy
+12,156
New +$1.44M 0.2% 87
2013
Q4 		– Sell
-99,387
Closed -$9.11M – 157
2013
Q3 		$9.11M Buy
+99,387
New +$8.96M 0.81% 47

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

Beaumont Financial Advisors's IWN Position: Q2 2017 in Review

Beaumont Financial Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2017, closing a stake of 12,156 shares — an estimated $1.44M sold.

Beaumont Financial Advisors first reported a position in IWN in Q3 2013 and held it in 2 quarters. The position peaked at $9.11M in Q3 2013. 527 funds tracked by Wall St. Rank hold IWN as of Q2 2017.

  • Beaumont Financial Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2017 after selling out during the quarter.
  • Beaumont Financial Advisors sold 12,156 iShares Russell 2000 Value ETF shares in Q2 2017, an estimated $1.44M.
  • Beaumont Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2013 and held it in 2 quarters.
  • Beaumont Financial Advisors's iShares Russell 2000 Value ETF position peaked at $9.11M in Q3 2013.
  • 527 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2017.

Based on Beaumont Financial Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.