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Cox Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Cox Capital 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
2020
Q2 		– Sell
-400
Closed -$51K – 138
2020
Q1 		$51K Buy
+400
New +$44.9K 0.04% 102

Other funds holding IWN

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Cox Capital Management's IWN Position: Q2 2020 in Review

Cox Capital Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2020, closing a stake of 400 shares — an estimated $51K sold.

Cox Capital Management first reported a position in IWN in Q1 2020 and held it in 1 quarter. The position peaked at $51K in Q1 2020. 631 funds tracked by Wall St. Rank hold IWN as of Q2 2020.

  • Cox Capital Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2020 after selling out during the quarter.
  • Cox Capital Management sold 400 iShares Russell 2000 Value ETF shares in Q2 2020, an estimated $51K.
  • Cox Capital Management first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and held it in 1 quarter.
  • Cox Capital Management's iShares Russell 2000 Value ETF position peaked at $51K in Q1 2020.
  • 631 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2020.

Based on Cox Capital Management's 13F filing for Q2 2020, filed 1 Jul 2020.