IH
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IFC Holdings’s iShares Russell 2000 Value ETF IWN Stock Holding History

IFC Holdings’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
Q1 		– Sell
-3,070
Closed -$386K – 212
2017
Q4 		$386K Buy
3,070
+292
+11% +$36.5K 0.03% 351
2017
Q3 		$345K Buy
2,778
+247
+10% +$29.1K 0.02% 365
2017
Q2 		$300K Buy
+2,531
New +$298K 0.02% 380
2016
Q1 		– Sell
-2,713
Closed -$248K – 397
2015
Q4 		$248K Sell
2,713
-2,620
-49% -$249K 0.03% 308
2015
Q3 		$488K Sell
5,333
-960
-15% -$92.1K 0.07% 185
2015
Q2 		$657K Sell
6,293
-324
-5% -$33.4K 0.1% 165
2015
Q1 		$680K Buy
6,617
+99
+2% +$9.99K 0.1% 162
2014
Q4 		$669K Buy
6,518
+29
+0.4% +$2.84K 0.11% 165
2014
Q3 		$608K Buy
6,489
+501
+8% +$49.6K 0.11% 160
2014
Q2 		$615K Sell
5,988
-250
-4% -$24.8K 0.11% 160
2014
Q1 		$618K Buy
6,238
+635
+11% +$62.6K 0.13% 148
2013
Q4 		$557K Buy
5,603
+1,066
+23% +$102K 0.12% 175
2013
Q3 		$418K Buy
4,537
+17
+0.4% +$1.53K 0.09% 218
2013
Q2 		$388K Buy
+4,520
New +$383K 0.09% 218

Other funds holding IWN

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

IFC Holdings's IWN Position: Q1 2018 in Review

IFC Holdings sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2018, closing a stake of 3,070 shares — an estimated $386K sold.

IFC Holdings first reported a position in IWN in Q2 2013 and held it in 14 quarters. The position peaked at $680K in Q1 2015. 599 funds tracked by Wall St. Rank hold IWN as of Q1 2018.

  • IFC Holdings reported no remaining iShares Russell 2000 Value ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 3,070 iShares Russell 2000 Value ETF shares in Q1 2018, an estimated $386K.
  • IFC Holdings first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and held it in 14 quarters.
  • IFC Holdings's iShares Russell 2000 Value ETF position peaked at $680K in Q1 2015.
  • 599 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.