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

Freedom 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
2018
Q3 		– Sell
-10,436
Closed -$1.38M – 936
2018
Q2 		$1.38M Sell
10,436
-196
-2% -$25.3K 0.08% 259
2018
Q1 		$1.3M Sell
10,632
-6,995
-40% -$876K 0.07% 293
2017
Q4 		$2.22M Sell
17,627
-800
-4% -$100K 0.11% 143
2017
Q3 		$2.29M Buy
18,427
+625
+4% +$73.7K 0.13% 118
2017
Q2 		$2.12M Buy
17,802
+190
+1% +$22.3K 0.12% 116
2017
Q1 		$2.08M Buy
17,612
+6,406
+57% +$760K 0.12% 119
2016
Q4 		$1.33M Sell
11,206
-3,328
-23% -$368K 0.08% 178
2016
Q3 		$1.52M Buy
14,534
+6,747
+87% +$691K 0.1% 144
2016
Q2 		$758K Buy
7,787
+461
+6% +$43.9K 0.05% 295
2016
Q1 		$683K Sell
7,326
-2,342
-24% -$203K 0.05% 302
2015
Q4 		$889K Sell
9,668
-3,021
-24% -$287K 0.07% 242
2015
Q3 		$1.18M Buy
12,689
+4,074
+47% +$391K 0.12% 129
2015
Q2 		$878K Buy
8,615
+19
+0.2% +$1.96K 0.09% 181
2015
Q1 		$887K Sell
8,596
-3,293
-28% -$332K 0.1% 163
2014
Q4 		$1.21M Buy
11,889
+6,355
+115% +$623K 0.16% 97
2014
Q3 		$518K Buy
5,534
+210
+4% +$20.8K 0.09% 233
2014
Q2 		$550K Sell
5,324
-4,975
-48% -$495K 0.09% 207
2014
Q1 		$1.04M Sell
10,299
-2,701
-21% -$266K 0.22% 69
2013
Q4 		$1.29M Sell
13,000
-3,438
-21% -$328K 0.32% 47
2013
Q3 		$1.51M Sell
16,438
-6,514
-28% -$587K 0.43% 37
2013
Q2 		$1.97M Buy
+22,952
New +$1.94M 0.67% 23

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 $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Freedom Investment Management's IWN Position: Q3 2018 in Review

Freedom Investment Management sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2018, closing a stake of 10,436 shares — an estimated $1.38M sold.

Freedom Investment Management first reported a position in IWN in Q2 2013 and held it in 21 quarters. The position peaked at $2.29M in Q3 2017. 620 funds tracked by Wall St. Rank hold IWN as of Q3 2018.

  • Freedom Investment Management reported no remaining iShares Russell 2000 Value ETF position as of Q3 2018 after selling out during the quarter.
  • Freedom Investment Management sold 10,436 iShares Russell 2000 Value ETF shares in Q3 2018, an estimated $1.38M.
  • Freedom Investment Management first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and held it in 21 quarters.
  • Freedom Investment Management's iShares Russell 2000 Value ETF position peaked at $2.29M in Q3 2017.
  • 620 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2018.

Based on Freedom Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.