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

Clarfeld 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
2018 Q4	$222K	Buy	+2,062	New	+$248K	0.18%	46

Other funds holding IWN

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Clarfeld Financial Advisors's IWN Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares Russell 2000 Value ETF (IWN) in Q4 2018: 2,062 shares worth $222K. The stake represents 0.18% of the portfolio and ranks #46 among its holdings.

667 funds tracked by Wall St. Rank hold IWN as of Q4 2018.

Clarfeld Financial Advisors held 2,062 shares of iShares Russell 2000 Value ETF worth $222K as of Q4 2018.
iShares Russell 2000 Value ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares Russell 2000 Value ETF made up 0.18% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #46 holding.
667 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.