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

Calton & 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
2018
Q1 		– Sell
-33
Closed -$4K – 818
2017
Q4 		$4K Buy
+33
New +$4.13K ﹤0.01% 1288

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 $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Calton & Associates's IWN Position: Q1 2018 in Review

Calton & Associates sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2018, closing a stake of 33 shares — an estimated $4K sold.

Calton & Associates first reported a position in IWN in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 599 funds tracked by Wall St. Rank hold IWN as of Q1 2018.

  • Calton & Associates reported no remaining iShares Russell 2000 Value ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 33 iShares Russell 2000 Value ETF shares in Q1 2018, an estimated $4K.
  • Calton & Associates first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares Russell 2000 Value ETF position peaked at $4K in Q4 2017.
  • 599 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.