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Godshalk Welsh Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Godshalk Welsh Capital 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
2015
Q1 		– Sell
-300
Closed -$31K – 189
2014
Q4 		$31K Buy
+300
New +$29.4K 0.03% 222

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Godshalk Welsh Capital Management's IWN Position: Q1 2015 in Review

Godshalk Welsh Capital Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2015, closing a stake of 300 shares — an estimated $31K sold.

Godshalk Welsh Capital Management first reported a position in IWN in Q4 2014 and held it in 1 quarter. The position peaked at $31K in Q4 2014. 387 funds tracked by Wall St. Rank hold IWN as of Q1 2015.

  • Godshalk Welsh Capital Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2015 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 300 iShares Russell 2000 Value ETF shares in Q1 2015, an estimated $31K.
  • Godshalk Welsh Capital Management first reported a position in iShares Russell 2000 Value ETF in Q4 2014 and held it in 1 quarter.
  • Godshalk Welsh Capital Management's iShares Russell 2000 Value ETF position peaked at $31K in Q4 2014.
  • 387 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2015.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2015, filed 12 May 2015.