Leonetti & Associates’s iShares Russell 2000 Value ETF IWN Stock Holding History

Leonetti & Associates’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 Q4	$293K	Hold	2,725	–	–	0.11%	29
2018 Q3	$362K	Hold	2,725	–	–	0.09%	30
2018 Q2	$359K	Buy	2,725 +100	+4%	+$12.9K	0.1%	31
2018 Q1	$320K	Hold	2,625	–	–	0.09%	38
2017 Q4	$330K	Hold	2,625	–	–	0.09%	37
2017 Q3	$326K	Hold	2,625	–	–	0.09%	39
2017 Q2	$312K	Hold	2,625	–	–	0.09%	39
2017 Q1	$310K	Buy	2,625 +150	+6%	+$17.8K	0.09%	38
2016 Q4	$294K	Hold	2,475	–	–	0.09%	33
2016 Q3	$259K	Hold	2,475	–	–	0.07%	38
2016 Q2	$241K	Hold	2,475	–	–	0.07%	41
2016 Q1	$231K	Sell	2,475 -70	-3%	-$6.07K	0.07%	38
2015 Q4	$234K	Hold	2,545	–	–	0.07%	39
2015 Q3	$229K	Hold	2,545	–	–	0.07%	37
2015 Q2	$259K	Buy	2,545 +100	+4%	+$10.3K	0.07%	40
2015 Q1	$252K	Buy	2,445 +470	+24%	+$47.4K	0.08%	39
2014 Q4	$201K	Buy	+1,975	New	+$194K	0.06%	41

Other funds holding IWN

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Leonetti & Associates's IWN Position: Q4 2018 in Review

Leonetti & Associates held its iShares Russell 2000 Value ETF (IWN) position steady in Q4 2018 at 2,725 shares worth $293K. The position accounts for 0.11% of the portfolio, ranked #29.

Leonetti & Associates first reported a position in IWN in Q4 2014 and has held it in 17 quarters since. The position peaked at $362K in Q3 2018. 666 funds tracked by Wall St. Rank hold IWN as of Q4 2018.

Leonetti & Associates held 2,725 shares of iShares Russell 2000 Value ETF worth $293K as of Q4 2018.
Leonetti & Associates left its iShares Russell 2000 Value ETF share count unchanged in Q4 2018.
iShares Russell 2000 Value ETF made up 0.11% of Leonetti & Associates's portfolio in Q4 2018, its #29 holding.
Leonetti & Associates first reported a position in iShares Russell 2000 Value ETF in Q4 2014 and has held it in 17 quarters since.
Leonetti & Associates's iShares Russell 2000 Value ETF position peaked at $362K in Q3 2018.
666 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2018.

Based on Leonetti & Associates's 13F filing for Q4 2018, filed 19 Feb 2019.