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Legacy Wealth Management (Tennessee)’s iShares Russell 2000 Value ETF IWN Stock Holding History

Legacy Wealth Management (Tennessee)’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
2017
Q1 		– Sell
-262
Closed -$31.2K – 41
2016
Q4 		$31.2K Buy
+262
New +$29K 0.01% 31

Other funds holding IWN

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s IWN Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2017, closing a stake of 262 shares — an estimated $31.2K sold.

Legacy Wealth Management (Tennessee) first reported a position in IWN in Q4 2016 and held it in 1 quarter. The position peaked at $31.2K in Q4 2016. 544 funds tracked by Wall St. Rank hold IWN as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining iShares Russell 2000 Value ETF position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 262 iShares Russell 2000 Value ETF shares in Q1 2017, an estimated $31.2K.
  • Legacy Wealth Management (Tennessee) first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s iShares Russell 2000 Value ETF position peaked at $31.2K in Q4 2016.
  • 544 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.