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

Edge 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
2014
Q1 		– Sell
-442
Closed -$44K – 421
2013
Q4 		$44K Buy
+442
New +$42.2K 0.02% 170

Other funds holding IWN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Edge Wealth Management's IWN Position: Q1 2014 in Review

Edge Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2014, closing a stake of 442 shares — an estimated $44K sold.

Edge Wealth Management first reported a position in IWN in Q4 2013 and held it in 1 quarter. The position peaked at $44K in Q4 2013. 374 funds tracked by Wall St. Rank hold IWN as of Q1 2014.

  • Edge Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2014 after selling out during the quarter.
  • Edge Wealth Management sold 442 iShares Russell 2000 Value ETF shares in Q1 2014, an estimated $44K.
  • Edge Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and held it in 1 quarter.
  • Edge Wealth Management's iShares Russell 2000 Value ETF position peaked at $44K in Q4 2013.
  • 374 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2014.

Based on Edge Wealth Management's 13F filing for Q1 2014, filed 8 Apr 2014.