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Edge Asset Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Edge Asset 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
2017
Q1 		$2.03M Buy
17,158
+459
+3% +$54.5K 0.02% 245
2016
Q4 		$1.99M Buy
16,699
+10,254
+159% +$1.13M 0.02% 252
2016
Q3 		$675K Buy
+6,445
New +$660K 0.01% 255

Other funds holding IWN

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Edge Asset Management's IWN Position: Q1 2017 in Review

Edge Asset Management increased its iShares Russell 2000 Value ETF (IWN) stake by 2.7% in Q1 2017, buying an estimated $54.5K and bringing the position to 17,158 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #245.

Edge Asset Management first reported a position in IWN in Q3 2016 and has held it in 3 quarters since. 544 funds tracked by Wall St. Rank hold IWN as of Q1 2017.

  • Edge Asset Management held 17,158 shares of iShares Russell 2000 Value ETF worth $2.03M as of Q1 2017.
  • Edge Asset Management bought 459 iShares Russell 2000 Value ETF shares in Q1 2017, an estimated $54.5K.
  • iShares Russell 2000 Value ETF made up 0.02% of Edge Asset Management's portfolio in Q1 2017, its #245 holding.
  • Edge Asset Management first reported a position in iShares Russell 2000 Value ETF in Q3 2016 and has held it in 3 quarters since.
  • 544 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2017.

Based on Edge Asset Management's 13F filing for Q1 2017, filed 11 May 2017.