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DDD Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

DDD Partners’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
Q3 		– Sell
-2,593
Closed -$342K – 53
2018
Q2 		$342K Buy
2,593
+187
+8% +$24.1K 0.14% 42
2018
Q1 		$293K Buy
2,406
+815
+51% +$102K 0.12% 49
2017
Q4 		$200K Buy
+1,591
New +$199K 0.08% 51

Other funds holding IWN

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DDD Partners's IWN Position: Q3 2018 in Review

DDD Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2018, closing a stake of 2,593 shares — an estimated $342K sold.

DDD Partners first reported a position in IWN in Q4 2017 and held it in 3 quarters. The position peaked at $342K in Q2 2018. 620 funds tracked by Wall St. Rank hold IWN as of Q3 2018.

  • DDD Partners reported no remaining iShares Russell 2000 Value ETF position as of Q3 2018 after selling out during the quarter.
  • DDD Partners sold 2,593 iShares Russell 2000 Value ETF shares in Q3 2018, an estimated $342K.
  • DDD Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 3 quarters.
  • DDD Partners's iShares Russell 2000 Value ETF position peaked at $342K in Q2 2018.
  • 620 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2018.

Based on DDD Partners's 13F filing for Q3 2018, filed 7 Nov 2018.