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Geneva Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Geneva Advisors’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
Q1 		– Sell
-2,462
Closed -$293K – 798
2016
Q4 		$293K Buy
+2,462
New +$272K 0.01% 592

Other funds holding IWN

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geneva Advisors's IWN Position: Q1 2017 in Review

Geneva Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2017, closing a stake of 2,462 shares — an estimated $293K sold.

Geneva Advisors first reported a position in IWN in Q4 2016 and held it in 1 quarter. The position peaked at $293K in Q4 2016. 544 funds tracked by Wall St. Rank hold IWN as of Q1 2017.

  • Geneva Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2017 after selling out during the quarter.
  • Geneva Advisors sold 2,462 iShares Russell 2000 Value ETF shares in Q1 2017, an estimated $293K.
  • Geneva Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and held it in 1 quarter.
  • Geneva Advisors's iShares Russell 2000 Value ETF position peaked at $293K in Q4 2016.
  • 544 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2017.

Based on Geneva Advisors's 13F filing for Q1 2017, filed 1 May 2017.