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Bellwether Investment Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bellwether Investment Group’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
-170
Closed -$20K – 331
2017
Q1 		$20K Sell
170
-2,673
-94% -$317K 0.05% 311
2016
Q4 		$338K Buy
+2,843
New +$314K 0.3% 86
2016
Q2 		$241K Buy
+2,477
New +$236K 0.26% 104

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

Bellwether Investment Group's IWN Position: Q2 2017 in Review

Bellwether Investment Group sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2017, closing a stake of 170 shares — an estimated $20K sold.

Bellwether Investment Group first reported a position in IWN in Q2 2016 and held it in 3 quarters. The position peaked at $338K in Q4 2016. 527 funds tracked by Wall St. Rank hold IWN as of Q2 2017.

  • Bellwether Investment Group reported no remaining iShares Russell 2000 Value ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 170 iShares Russell 2000 Value ETF shares in Q2 2017, an estimated $20K.
  • Bellwether Investment Group first reported a position in iShares Russell 2000 Value ETF in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's iShares Russell 2000 Value ETF position peaked at $338K in Q4 2016.
  • 527 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.