Cedar Brook Financial Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Cedar Brook Financial Partners’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	-3,287	Closed	-$396K	–	315
2019 Q2	$396K	Buy	3,287 +65	+2%	+$7.85K	0.18%	169
2019 Q1	$386K	Buy	3,222 +11	+0.3%	+$1.31K	0.19%	166
2018 Q4	$345K	Buy	+3,211	New	+$386K	0.21%	156

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 $1.75B AUM 9.58% 1-Year Est. Return

Cedar Brook Financial Partners's IWN Position: Q3 2019 in Review

Cedar Brook Financial Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2019, closing a stake of 3,287 shares — an estimated $396K sold.

Cedar Brook Financial Partners first reported a position in IWN in Q4 2018 and held it in 3 quarters. The position peaked at $396K in Q2 2019. 653 funds tracked by Wall St. Rank hold IWN as of Q3 2019.

Cedar Brook Financial Partners reported no remaining iShares Russell 2000 Value ETF position as of Q3 2019 after selling out during the quarter.
Cedar Brook Financial Partners sold 3,287 iShares Russell 2000 Value ETF shares in Q3 2019, an estimated $396K.
Cedar Brook Financial Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and held it in 3 quarters.
Cedar Brook Financial Partners's iShares Russell 2000 Value ETF position peaked at $396K in Q2 2019.
653 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2019.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2019, filed 24 Oct 2019.