BKA
IWN icon

Brick & Kyle Associates’s iShares Russell 2000 Value ETF IWN Stock Holding History

Brick & Kyle Associates’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
-268
Closed -$32K – 221
2017
Q1 		$32K Hold
268
– – 0.02% 222
2016
Q4 		$32K Hold
268
– – 0.03% 222
2016
Q3 		$28K Hold
268
– – 0.02% 231
2016
Q2 		$26K Hold
268
– – 0.02% 235
2016
Q1 		$25K Hold
268
– – 0.02% 230
2015
Q4 		$25K Hold
268
– – 0.02% 223
2015
Q3 		$24K Hold
268
– – 0.02% 232
2015
Q2 		$27K Hold
268
– – 0.02% 238
2015
Q1 		$28K Hold
268
– – 0.02% 238
2014
Q4 		$27K Buy
+268
New +$26.3K 0.02% 229

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 $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return