CF
IWN icon

C.T. Fitzpatrick’s iShares Russell 2000 Value ETF IWN Stock Holding History

C.T. Fitzpatrick’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
Q1 		– Sell
-5,723
Closed -$736K – 46
2019
Q4 		$736K Buy
+5,723
New +$708K 0.01% 50

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $2.25B AUM 23.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

C.T. Fitzpatrick's IWN Position: Q1 2020 in Review

C.T. Fitzpatrick sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2020, closing a stake of 5,723 shares — an estimated $736K sold.

C.T. Fitzpatrick first reported a position in IWN in Q4 2019 and held it in 1 quarter. The position peaked at $736K in Q4 2019. 666 funds tracked by Wall St. Rank hold IWN as of Q1 2020.

  • C.T. Fitzpatrick reported no remaining iShares Russell 2000 Value ETF position as of Q1 2020 after selling out during the quarter.
  • C.T. Fitzpatrick sold 5,723 iShares Russell 2000 Value ETF shares in Q1 2020, an estimated $736K.
  • C.T. Fitzpatrick first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 1 quarter.
  • C.T. Fitzpatrick's iShares Russell 2000 Value ETF position peaked at $736K in Q4 2019.
  • 666 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2020.

Based on Vulcan Value Partners's 13F filing for Q1 2020, filed 15 May 2020.