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First Personal Financial Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

First Personal Financial 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
2017
Q3 		– Sell
-10,694
Closed -$1.27M – 851
2017
Q2 		$1.27M Hold
10,694
– – 0.28% 87
2017
Q1 		$1.26M Hold
10,694
– – 0.3% 80
2016
Q4 		$1.27M Buy
+10,694
New +$1.18M 0.34% 75

Other funds holding IWN

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

First Personal Financial Services's IWN Position: Q3 2017 in Review

First Personal Financial Services sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2017, closing a stake of 10,694 shares — an estimated $1.27M sold.

First Personal Financial Services first reported a position in IWN in Q4 2016 and held it in 3 quarters. The position peaked at $1.27M in Q4 2016. 533 funds tracked by Wall St. Rank hold IWN as of Q3 2017.

  • First Personal Financial Services reported no remaining iShares Russell 2000 Value ETF position as of Q3 2017 after selling out during the quarter.
  • First Personal Financial Services sold 10,694 iShares Russell 2000 Value ETF shares in Q3 2017, an estimated $1.27M.
  • First Personal Financial Services first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and held it in 3 quarters.
  • First Personal Financial Services's iShares Russell 2000 Value ETF position peaked at $1.27M in Q4 2016.
  • 533 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2017.

Based on First Personal Financial Services's 13F filing for Q3 2017, filed 1 Nov 2017.