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Monarch Partners Asset Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Monarch Partners Asset Management’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 		– Sell
-16,552
Closed -$2.2M – 197
2018
Q3 		$2.2M Sell
16,552
-3,458
-17% -$466K 0.2% 112
2018
Q2 		$2.64M Buy
20,010
+7,520
+60% +$969K 0.24% 111
2018
Q1 		$1.52M Buy
12,490
+514
+4% +$64.4K 0.14% 130
2017
Q4 		$1.51M Buy
11,976
+7,810
+187% +$976K 0.14% 128
2017
Q3 		$517K Buy
+4,166
New +$491K 0.05% 147
2017
Q2 		– Sell
-6,405
Closed -$757K – 185
2017
Q1 		$757K Sell
6,405
-5,720
-47% -$679K 0.08% 128
2016
Q4 		$1.44M Buy
12,125
+7,545
+165% +$834K 0.12% 125
2016
Q3 		$480K Buy
+4,580
New +$469K 0.05% 130

Other funds holding IWN

TF
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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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return