FBL Investment Management Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

FBL Investment Management Services’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
2019 Q4	$2.7M	Hold	21,000	–	–	6.68%	6
2019 Q3	$2.51M	Hold	21,000	–	–	6.58%	6
2019 Q2	$2.53M	Sell	21,000 -132,641	-86%	-$16M	6.07%	6
2019 Q1	$18.6M	Buy	153,641 +132,641	+632%	+$15.8M	7.72%	3
2018 Q4	$2.26M	Sell	21,000 -132,641	-86%	-$16M	5.76%	7
2018 Q3	$18.6M	Buy	153,641 +132,641	+632%	+$17.9M	7.72%	3
2018 Q2	$2.77M	Hold	21,000	–	–	7.12%	6
2018 Q1	$2.56M	Hold	21,000	–	–	6.08%	8
2017 Q4	$2.64M	Hold	21,000	–	–	6.24%	7
2017 Q3	$2.61M	Hold	21,000	–	–	4.89%	8
2017 Q2	$2.5M	Hold	21,000	–	–	5.12%	8
2017 Q1	$2.48M	Hold	21,000	–	–	5.1%	8
2016 Q4	$2.5M	Sell	21,000 -80	-0.4%	-$8.84K	4.99%	8
2016 Q3	$2.21M	Hold	21,080	–	–	4.86%	8
2016 Q2	$2.15M	Hold	21,080	–	–	4.37%	8
2016 Q1	$1.94M	Hold	21,080	–	–	4.51%	8
2015 Q4	$1.94M	Hold	21,080	–	–	4.51%	8
2015 Q3	$1.9M	Hold	21,080	–	–	4.48%	8
2015 Q2	$2.15M	Sell	21,080 -2,015	-9%	-$207K	4.74%	8
2015 Q1	$2.38M	Sell	23,095 -565	-2%	-$57K	4.93%	8
2014 Q4	$2.41M	Buy	23,660 +405	+2%	+$39.7K	5.34%	8
2014 Q3	$2.18M	Buy	23,255 +70	+0.3%	+$6.93K	4.16%	8
2014 Q2	$2.39M	Sell	23,185 -113,425	-83%	-$11.3M	4.2%	7
2014 Q1	$13.8M	Sell	136,610 -28,865	-17%	-$2.84M	3.88%	4
2013 Q4	$16.5M	Sell	165,475 -139,269	-46%	-$13.3M	3.86%	5
2013 Q3	$27.1M	Buy	304,744 +161,822	+113%	+$14.6M	4.23%	5
2013 Q2	$12.3M	Buy	+142,922	New	+$12.1M	4.35%	3

Other funds holding IWN

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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 $79.5B AUM 27.1% 1-Year Est. Return

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

FBL Investment Management Services's IWN Position: Q4 2019 in Review

FBL Investment Management Services held its iShares Russell 2000 Value ETF (IWN) position steady in Q4 2019 at 21,000 shares worth $2.7M. The position accounts for 6.68% of the portfolio, ranked #6.

FBL Investment Management Services first reported a position in IWN in Q2 2013 and has held it in 27 quarters since. The position peaked at $27.1M in Q3 2013. 741 funds tracked by Wall St. Rank hold IWN as of Q4 2019.

FBL Investment Management Services held 21,000 shares of iShares Russell 2000 Value ETF worth $2.7M as of Q4 2019.
FBL Investment Management Services left its iShares Russell 2000 Value ETF share count unchanged in Q4 2019.
iShares Russell 2000 Value ETF made up 6.68% of FBL Investment Management Services's portfolio in Q4 2019, its #6 holding.
FBL Investment Management Services first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 27 quarters since.
FBL Investment Management Services's iShares Russell 2000 Value ETF position peaked at $27.1M in Q3 2013.
741 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2019.

Based on FBL Investment Management Services's 13F filing for Q4 2019, filed 4 Feb 2020.