LM
IWN icon

Legg Mason’s iShares Russell 2000 Value ETF IWN Stock Holding History

Legg Mason’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
Q4 		– Sell
-461
Closed -$58K – 12
2017
Q3 		$58K Sell
461
-26
-5% -$3.06K 5.26% 7
2017
Q2 		$58K Sell
487
-64
-12% -$7.52K 6.09% 6
2017
Q1 		$66K Sell
551
-19
-3% -$2.25K 6.85% 6
2016
Q4 		$68K Sell
570
-185
-25% -$20.4K 8.17% 5
2016
Q3 		$80K Buy
+755
New +$77.4K 0.76% 2

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Legg Mason's IWN Position: Q4 2017 in Review

Legg Mason sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2017, closing a stake of 461 shares — an estimated $58K sold.

Legg Mason first reported a position in IWN in Q3 2016 and held it in 5 quarters. The position peaked at $80K in Q3 2016. 629 funds tracked by Wall St. Rank hold IWN as of Q4 2017.

  • Legg Mason reported no remaining iShares Russell 2000 Value ETF position as of Q4 2017 after selling out during the quarter.
  • Legg Mason sold 461 iShares Russell 2000 Value ETF shares in Q4 2017, an estimated $58K.
  • Legg Mason first reported a position in iShares Russell 2000 Value ETF in Q3 2016 and held it in 5 quarters.
  • Legg Mason's iShares Russell 2000 Value ETF position peaked at $80K in Q3 2016.
  • 629 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2017.

Based on Legg Mason's 13F filing for Q4 2017, filed 14 Feb 2018.