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Miramar Fiduciary Corp’s iShares Russell 2000 Value ETF IWN Stock Holding History

Miramar Fiduciary Corp’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
2019
Q1 		– Sell
-58
Closed -$6K – 12
2018
Q4 		$6K Buy
+58
New +$6.98K 0.01% 17

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Jones Financial Companies
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SV
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Miramar Fiduciary Corp's IWN Position: Q1 2019 in Review

Miramar Fiduciary Corp sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2019, closing a stake of 58 shares — an estimated $6K sold.

Miramar Fiduciary Corp first reported a position in IWN in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 675 funds tracked by Wall St. Rank hold IWN as of Q1 2019.

  • Miramar Fiduciary Corp reported no remaining iShares Russell 2000 Value ETF position as of Q1 2019 after selling out during the quarter.
  • Miramar Fiduciary Corp sold 58 iShares Russell 2000 Value ETF shares in Q1 2019, an estimated $6K.
  • Miramar Fiduciary Corp first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and held it in 1 quarter.
  • Miramar Fiduciary Corp's iShares Russell 2000 Value ETF position peaked at $6K in Q4 2018.
  • 675 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2019.

Based on Miramar Fiduciary Corp's 13F filing for Q1 2019, filed 17 May 2021.