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Gupta Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Gupta Wealth 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
2016
Q1 		$272K Hold
2,921
– – 0.06% 206
2015
Q4 		$269K Buy
2,921
+742
+34% +$70.5K 0.07% 205
2015
Q3 		$196K Sell
2,179
-104
-5% -$9.98K 0.05% 250
2015
Q2 		$233K Buy
2,283
+33
+1% +$3.4K 0.06% 235
2015
Q1 		$232K Buy
+2,250
New +$227K 0.07% 206

Other funds holding IWN

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 $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gupta Wealth Management's IWN Position: Q1 2016 in Review

Gupta Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2016 at 2,921 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #206.

Gupta Wealth Management first reported a position in IWN in Q1 2015 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold IWN as of Q1 2016.

  • Gupta Wealth Management held 2,921 shares of iShares Russell 2000 Value ETF worth $272K as of Q1 2016.
  • Gupta Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q1 2016.
  • iShares Russell 2000 Value ETF made up 0.06% of Gupta Wealth Management's portfolio in Q1 2016, its #206 holding.
  • Gupta Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2015 and has held it in 5 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.