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Exchange Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Exchange Capital 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
-31
Closed -$4K – 194
2018
Q3 		$4K Buy
+31
New +$4.17K ﹤0.01% 269
2014
Q4 		– Sell
-325
Closed -$30K – 380
2014
Q3 		$30K Buy
+325
New +$32.2K 0.01% 113

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Exchange Capital Management's IWN Position: Q4 2018 in Review

Exchange Capital Management sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2018, closing a stake of 31 shares — an estimated $4K sold.

Exchange Capital Management first reported a position in IWN in Q3 2014 and held it in 2 quarters. The position peaked at $30K in Q3 2014. 666 funds tracked by Wall St. Rank hold IWN as of Q4 2018.

  • Exchange Capital Management reported no remaining iShares Russell 2000 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Exchange Capital Management sold 31 iShares Russell 2000 Value ETF shares in Q4 2018, an estimated $4K.
  • Exchange Capital Management first reported a position in iShares Russell 2000 Value ETF in Q3 2014 and held it in 2 quarters.
  • Exchange Capital Management's iShares Russell 2000 Value ETF position peaked at $30K in Q3 2014.
  • 666 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2018.

Based on Exchange Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.