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J. Goldman & Co’s iShares Russell 2000 Value ETF IWN Stock Holding History

J. Goldman & Co’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
Q3 		– Sell
-45,144
Closed -$5.96M – 333
2018
Q2 		$5.96M Sell
45,144
-3,184
-7% -$410K 0.31% 99
2018
Q1 		$5.89M Buy
+48,328
New +$6.05M 0.25% 110

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 $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

J. Goldman & Co's IWN Position: Q3 2018 in Review

J. Goldman & Co sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2018, closing a stake of 45,144 shares — an estimated $5.96M sold.

J. Goldman & Co first reported a position in IWN in Q1 2018 and held it in 2 quarters. The position peaked at $5.96M in Q2 2018. 620 funds tracked by Wall St. Rank hold IWN as of Q3 2018.

  • J. Goldman & Co reported no remaining iShares Russell 2000 Value ETF position as of Q3 2018 after selling out during the quarter.
  • J. Goldman & Co sold 45,144 iShares Russell 2000 Value ETF shares in Q3 2018, an estimated $5.96M.
  • J. Goldman & Co first reported a position in iShares Russell 2000 Value ETF in Q1 2018 and held it in 2 quarters.
  • J. Goldman & Co's iShares Russell 2000 Value ETF position peaked at $5.96M in Q2 2018.
  • 620 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2018.

Based on J. Goldman & Co's 13F filing for Q3 2018, filed 14 Nov 2018.