Dodge & Cox
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Dodge & Cox’s iShares Russell 2000 Value ETF IWN Stock Holding History

Dodge & Cox’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
Q4 		– Sell
-1,925
Closed -$256K – 185
2018
Q3 		$256K Buy
+1,925
New +$259K ﹤0.01% 183

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 $1.55T AUM 33.47% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Dodge & Cox's IWN Position: Q4 2018 in Review

Dodge & Cox sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2018, closing a stake of 1,925 shares — an estimated $256K sold.

Dodge & Cox first reported a position in IWN in Q3 2018 and held it in 1 quarter. The position peaked at $256K in Q3 2018. 667 funds tracked by Wall St. Rank hold IWN as of Q4 2018.

  • Dodge & Cox reported no remaining iShares Russell 2000 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Dodge & Cox sold 1,925 iShares Russell 2000 Value ETF shares in Q4 2018, an estimated $256K.
  • Dodge & Cox first reported a position in iShares Russell 2000 Value ETF in Q3 2018 and held it in 1 quarter.
  • Dodge & Cox's iShares Russell 2000 Value ETF position peaked at $256K in Q3 2018.
  • 667 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2018.

Based on Dodge & Cox's 13F filing for Q4 2018, filed 14 Feb 2019.