Fiduciary Trust International’s iShares Russell 2000 Value ETF IWN Stock Holding History

Fiduciary Trust International’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
2020 Q1	–	Sell	-4,317	Closed	-$555K	–	151
2019 Q4	$555K	Buy	4,317 +2,584	+149%	+$320K	0.09%	108
2019 Q3	$207K	Hold	1,733	–	–	0.04%	125
2019 Q2	$209K	Sell	1,733 -415	-19%	-$50.1K	0.05%	120
2019 Q1	$262K	Buy	2,148 +415	+24%	+$49.6K	0.07%	84
2018 Q4	$186K	Hold	1,733	–	–	0.06%	104
2018 Q3	$230K	Sell	1,733 -415	-19%	-$55.9K	0.07%	96
2018 Q2	$283K	Hold	2,148	–	–	0.08%	83
2018 Q1	$262K	Hold	2,148	–	–	0.07%	88
2017 Q4	$270K	Hold	2,148	–	–	0.07%	86
2017 Q3	$267K	Buy	2,148 +415	+24%	+$48.9K	0.07%	86
2017 Q2	$206K	Hold	1,733	–	–	0.05%	92
2017 Q1	$205K	Sell	1,733 -200	-10%	-$23.7K	0.07%	85
2016 Q4	$230K	Buy	+1,933	New	+$214K	0.08%	83
2014 Q1	–	Sell	-2,243	Closed	-$223K	–	153
2013 Q4	$223K	Sell	2,243 -1,300	-37%	-$124K	0.06%	115
2013 Q3	$325K	Buy	3,543 +32	+0.9%	+$2.88K	0.11%	97
2013 Q2	$302K	Buy	+3,511	New	+$297K	0.11%	86

Other funds holding IWN

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

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

Fiduciary Trust International's IWN Position: Q1 2020 in Review

Fiduciary Trust International sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2020, closing a stake of 4,317 shares — an estimated $555K sold.

Fiduciary Trust International first reported a position in IWN in Q2 2013 and held it in 16 quarters. The position peaked at $555K in Q4 2019. 665 funds tracked by Wall St. Rank hold IWN as of Q1 2020.

Fiduciary Trust International reported no remaining iShares Russell 2000 Value ETF position as of Q1 2020 after selling out during the quarter.
Fiduciary Trust International sold 4,317 iShares Russell 2000 Value ETF shares in Q1 2020, an estimated $555K.
Fiduciary Trust International first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and held it in 16 quarters.
Fiduciary Trust International's iShares Russell 2000 Value ETF position peaked at $555K in Q4 2019.
665 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2020.

Based on Fiduciary Trust International's 13F filing for Q1 2020, filed 7 May 2020.