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

CWH 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
2015
Q2 		– Sell
-375
Closed -$39K – 52
2015
Q1 		$39K Buy
+375
New +$37.8K 0.02% 53

Other funds holding IWN

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CWH Capital Management's IWN Position: Q2 2015 in Review

CWH Capital Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2015, closing a stake of 375 shares — an estimated $39K sold.

CWH Capital Management first reported a position in IWN in Q1 2015 and held it in 1 quarter. The position peaked at $39K in Q1 2015. 395 funds tracked by Wall St. Rank hold IWN as of Q2 2015.

  • CWH Capital Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2015 after selling out during the quarter.
  • CWH Capital Management sold 375 iShares Russell 2000 Value ETF shares in Q2 2015, an estimated $39K.
  • CWH Capital Management first reported a position in iShares Russell 2000 Value ETF in Q1 2015 and held it in 1 quarter.
  • CWH Capital Management's iShares Russell 2000 Value ETF position peaked at $39K in Q1 2015.
  • 395 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2015.

Based on CWH Capital Management's 13F filing for Q2 2015, filed 14 Aug 2015.