Contravisory Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Contravisory Investment Management’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
2025 Q1	–	Sell	-15	Closed	-$2.46K	–	410
2024 Q4	$2.46K	Buy	+15	New	+$2.56K	﹤0.01%	355
2019 Q2	–	Sell	-67	Closed	-$8K	–	303
2019 Q1	$8K	Buy	+67	New	+$8K	﹤0.01%	265
2018 Q1	–	Sell	-6	Closed	-$1K	–	394
2017 Q4	$1K	Hold	6	–	–	﹤0.01%	368
2017 Q3	$1K	Buy	+6	New	+$707	﹤0.01%	417
2017 Q2	–	Sell	-6	Closed	-$1K	–	202
2017 Q1	$1K	Hold	6	–	–	﹤0.01%	273
2016 Q4	$1K	Hold	6	–	–	﹤0.01%	278
2016 Q3	$1K	Buy	+6	New	+$615	﹤0.01%	266

Other funds holding IWN

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return