Camarda Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Camarda Financial Advisors’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
2019 Q3	–	Sell	-252	Closed	-$30K	–	261
2019 Q2	$30K	Hold	252	–	–	0.06%	104
2019 Q1	$30K	Hold	252	–	–	0.06%	107
2018 Q4	$27K	Hold	252	–	–	0.03%	105
2018 Q3	$34K	Hold	252	–	–	0.04%	124
2018 Q2	$33K	Hold	252	–	–	0.03%	125
2018 Q1	$31K	Hold	252	–	–	0.03%	118
2017 Q4	$32K	Hold	252	–	–	0.04%	118
2017 Q3	$31K	Hold	252	–	–	0.03%	122
2017 Q2	$30K	Sell	252 -303	-55%	-$35.6K	0.03%	120
2017 Q1	$66K	Hold	555	–	–	0.06%	104
2016 Q4	$66K	Hold	555	–	–	0.04%	114
2016 Q3	$58K	Hold	555	–	–	0.04%	117
2016 Q2	$54K	Buy	+555	New	+$52.9K	0.03%	132
2015 Q2	–	Sell	-11	Closed	-$1K	–	243
2015 Q1	$1K	Hold	11	–	–	﹤0.01%	236
2014 Q4	$1K	Hold	11	–	–	﹤0.01%	254
2014 Q3	$1K	Hold	11	–	–	﹤0.01%	202
2014 Q2	$1K	Hold	11	–	–	﹤0.01%	206
2014 Q1	$1K	Hold	11	–	–	﹤0.01%	189
2013 Q4	$1K	Buy	+11	New	+$1.05K	﹤0.01%	173

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Camarda Financial Advisors's IWN Position: Q3 2019 in Review

Camarda Financial Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2019, closing a stake of 252 shares — an estimated $30K sold.

Camarda Financial Advisors first reported a position in IWN in Q4 2013 and held it in 19 quarters. The position peaked at $66K in Q1 2017. 653 funds tracked by Wall St. Rank hold IWN as of Q3 2019.

Camarda Financial Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q3 2019 after selling out during the quarter.
Camarda Financial Advisors sold 252 iShares Russell 2000 Value ETF shares in Q3 2019, an estimated $30K.
Camarda Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and held it in 19 quarters.
Camarda Financial Advisors's iShares Russell 2000 Value ETF position peaked at $66K in Q1 2017.
653 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.