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Brouwer & Janachowski’s iShares Russell 2000 Value ETF IWN Stock Holding History

Brouwer & Janachowski’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
Q2 		– Sell
-600
Closed -$61K – 64
2014
Q1 		$61K Buy
+600
New +$59.1K 0.03% 64

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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 $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brouwer & Janachowski's IWN Position: Q2 2014 in Review

Brouwer & Janachowski sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2014, closing a stake of 600 shares — an estimated $61K sold.

Brouwer & Janachowski first reported a position in IWN in Q1 2014 and held it in 1 quarter. The position peaked at $61K in Q1 2014. 362 funds tracked by Wall St. Rank hold IWN as of Q2 2014.

  • Brouwer & Janachowski reported no remaining iShares Russell 2000 Value ETF position as of Q2 2014 after selling out during the quarter.
  • Brouwer & Janachowski sold 600 iShares Russell 2000 Value ETF shares in Q2 2014, an estimated $61K.
  • Brouwer & Janachowski first reported a position in iShares Russell 2000 Value ETF in Q1 2014 and held it in 1 quarter.
  • Brouwer & Janachowski's iShares Russell 2000 Value ETF position peaked at $61K in Q1 2014.
  • 362 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2014.

Based on Brouwer & Janachowski's 13F filing for Q2 2014, filed 11 Aug 2014.