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MRA Associates USA’s iShares Russell 2000 Value ETF IWN Stock Holding History

MRA Associates USA’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
Q3 		$325K Buy
2,718
+1
+0% +$118 1.28% 25
2019
Q2 		$327K Sell
2,717
-1
-0% -$121 1.29% 27
2019
Q1 		$326K Buy
2,718
+1
+0% +$119 0.58% 20
2018
Q4 		$292K Buy
+2,717
New +$327K 0.44% 21

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MRA Associates USA's IWN Position: Q3 2019 in Review

MRA Associates USA increased its iShares Russell 2000 Value ETF (IWN) stake by 0.04% in Q3 2019, buying an estimated $118 and bringing the position to 2,718 shares worth $325K. The position accounts for 1.28% of the portfolio, ranked #25.

MRA Associates USA first reported a position in IWN in Q4 2018 and has held it in 4 quarters since. The position peaked at $327K in Q2 2019. 653 funds tracked by Wall St. Rank hold IWN as of Q3 2019.

  • MRA Associates USA held 2,718 shares of iShares Russell 2000 Value ETF worth $325K as of Q3 2019.
  • MRA Associates USA bought 1 iShares Russell 2000 Value ETF share in Q3 2019, an estimated $118.
  • iShares Russell 2000 Value ETF made up 1.28% of MRA Associates USA's portfolio in Q3 2019, its #25 holding.
  • MRA Associates USA first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 4 quarters since.
  • MRA Associates USA's iShares Russell 2000 Value ETF position peaked at $327K in Q2 2019.
  • 653 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.