GFS Private Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History

GFS Private Wealth’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 Q4	$2.2M	Buy	+17,488	New	+$2.19M	0.75%	23

Other funds holding IWN

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

GFS Private Wealth's IWN Position: Q4 2017 in Review

GFS Private Wealth opened a new position in iShares Russell 2000 Value ETF (IWN) in Q4 2017: 17,488 shares worth $2.2M. The stake represents 0.75% of the portfolio and ranks #23 among its holdings.

630 funds tracked by Wall St. Rank hold IWN as of Q4 2017.

GFS Private Wealth held 17,488 shares of iShares Russell 2000 Value ETF worth $2.2M as of Q4 2017.
iShares Russell 2000 Value ETF was a new GFS Private Wealth position in Q4 2017.
iShares Russell 2000 Value ETF made up 0.75% of GFS Private Wealth's portfolio in Q4 2017, its #23 holding.
630 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.