HCM
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HMS Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

HMS 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
2018
Q4 		– Sell
-600
Closed -$80K – 205
2018
Q3 		$80K Buy
+600
New +$80.8K 0.04% 184

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

HMS Capital Management's IWN Position: Q3 2019 in Review

HMS Capital Management sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2019, closing a stake of 860 shares — an estimated $104K sold.

HMS Capital Management first reported a position in IWN in Q3 2018 and held it in 2 quarters. The position peaked at $311K in Q3 2018. 652 funds tracked by Wall St. Rank hold IWN as of Q3 2019.

  • HMS Capital Management reported no remaining iShares Russell 2000 Value ETF position as of Q3 2019 after selling out during the quarter.
  • HMS Capital Management sold 860 iShares Russell 2000 Value ETF shares in Q3 2019, an estimated $104K.
  • HMS Capital Management first reported a position in iShares Russell 2000 Value ETF in Q3 2018 and held it in 2 quarters.
  • HMS Capital Management's iShares Russell 2000 Value ETF position peaked at $311K in Q3 2018.
  • 652 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2019.

Based on HMS Capital Management's 13F filing for Q3 2019, filed 15 Oct 2019.