Dynasty Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Dynasty Wealth 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
2018 Q4	–	Sell	-4,717	Closed	-$627K	–	50
2018 Q3	$627K	Buy	4,717 +600	+15%	+$80.8K	0.81%	26
2018 Q2	$543K	Sell	4,117 -2,075	-34%	-$267K	1.12%	21
2018 Q1	$755K	Sell	6,192 -11,662	-65%	-$1.46M	0.32%	15
2017 Q4	$2.25M	Buy	+17,854	New	+$2.23M	3.88%	3

Other funds holding IWN

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Dynasty Wealth Management's IWN Position: Q4 2018 in Review

Dynasty Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2018, closing a stake of 4,717 shares — an estimated $627K sold.

Dynasty Wealth Management first reported a position in IWN in Q4 2017 and held it in 4 quarters. The position peaked at $2.25M in Q4 2017. 666 funds tracked by Wall St. Rank hold IWN as of Q4 2018.

Dynasty Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q4 2018 after selling out during the quarter.
Dynasty Wealth Management sold 4,717 iShares Russell 2000 Value ETF shares in Q4 2018, an estimated $627K.
Dynasty Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 4 quarters.
Dynasty Wealth Management's iShares Russell 2000 Value ETF position peaked at $2.25M in Q4 2017.
666 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.