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Independent Portfolio Consultants’s iShares Russell 2000 Value ETF IWN Stock Holding History

Independent Portfolio Consultants’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
-27,913
Closed -$2.84M – 1019
2014
Q4 		$2.84M Buy
+27,913
New +$2.74M 0.57% 39

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Independent Portfolio Consultants's IWN Position: Q1 2015 in Review

Independent Portfolio Consultants sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2015, closing a stake of 27,913 shares — an estimated $2.84M sold.

Independent Portfolio Consultants first reported a position in IWN in Q4 2014 and held it in 1 quarter. The position peaked at $2.84M in Q4 2014. 388 funds tracked by Wall St. Rank hold IWN as of Q1 2015.

  • Independent Portfolio Consultants reported no remaining iShares Russell 2000 Value ETF position as of Q1 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 27,913 iShares Russell 2000 Value ETF shares in Q1 2015, an estimated $2.84M.
  • Independent Portfolio Consultants first reported a position in iShares Russell 2000 Value ETF in Q4 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's iShares Russell 2000 Value ETF position peaked at $2.84M in Q4 2014.
  • 388 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2015.

Based on Independent Portfolio Consultants's 13F filing for Q1 2015, filed 27 May 2015.