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

Foresters Investment 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
2019
Q2 		– Sell
-68,800
Closed -$8.25M – 325
2019
Q1 		$8.25M Buy
68,800
+1,900
+3% +$227K 0.14% 223
2018
Q4 		$7.19M Buy
+66,900
New +$8.05M 0.14% 224

Other funds holding IWN

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Foresters Investment Management's IWN Position: Q2 2019 in Review

Foresters Investment Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2019, closing a stake of 68,800 shares — an estimated $8.25M sold.

Foresters Investment Management first reported a position in IWN in Q4 2018 and held it in 2 quarters. The position peaked at $8.25M in Q1 2019. 654 funds tracked by Wall St. Rank hold IWN as of Q2 2019.

  • Foresters Investment Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2019 after selling out during the quarter.
  • Foresters Investment Management sold 68,800 iShares Russell 2000 Value ETF shares in Q2 2019, an estimated $8.25M.
  • Foresters Investment Management first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and held it in 2 quarters.
  • Foresters Investment Management's iShares Russell 2000 Value ETF position peaked at $8.25M in Q1 2019.
  • 654 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2019.

Based on Foresters Investment Management's 13F filing for Q2 2019, filed 12 Aug 2019.