Bridgeworth’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bridgeworth’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
2018 Q3	–	Sell	-436	Closed	-$57K	–	329
2018 Q2	$57K	Buy	+436	New	+$56.2K	0.02%	263

Other funds holding IWN

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bridgeworth's IWN Position: Q3 2018 in Review

Bridgeworth sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2018, closing a stake of 436 shares — an estimated $57K sold.

Bridgeworth first reported a position in IWN in Q2 2018 and held it in 1 quarter. The position peaked at $57K in Q2 2018. 620 funds tracked by Wall St. Rank hold IWN as of Q3 2018.

Bridgeworth reported no remaining iShares Russell 2000 Value ETF position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 436 iShares Russell 2000 Value ETF shares in Q3 2018, an estimated $57K.
Bridgeworth first reported a position in iShares Russell 2000 Value ETF in Q2 2018 and held it in 1 quarter.
Bridgeworth's iShares Russell 2000 Value ETF position peaked at $57K in Q2 2018.
620 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.