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Boys Arnold & Co’s iShares Russell 2000 Value ETF IWN Stock Holding History

Boys Arnold & Co’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
2014
Q4 		– Sell
-3,665
Closed -$343K – 212
2014
Q3 		$343K Sell
3,665
-9,600
-72% -$950K 0.07% 171
2014
Q2 		$1.37M Sell
13,265
-1,100
-8% -$109K 0.24% 100
2014
Q1 		$1.45M Sell
14,365
-1,300
-8% -$128K 0.26% 94
2013
Q4 		$1.56M Sell
15,665
-350
-2% -$33.4K 0.3% 84
2013
Q3 		$1.47M Buy
16,015
+6,765
+73% +$610K 0.31% 85
2013
Q2 		$795K Buy
+9,250
New +$783K 0.17% 105

Other funds holding IWN

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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return