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New England Investment & Retirement Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

New England Investment & Retirement Group’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
2013
Q4 		– Sell
-41,014
Closed -$3.76M – 54
2013
Q3 		$3.76M Buy
41,014
+22
+0.1% +$1.98K 2.29% 12
2013
Q2 		$3.52M Buy
+40,992
New +$3.47M 2.21% 14

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

New England Investment & Retirement Group's IWN Position: Q4 2013 in Review

New England Investment & Retirement Group sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2013, closing a stake of 41,014 shares — an estimated $3.76M sold.

New England Investment & Retirement Group first reported a position in IWN in Q2 2013 and held it in 2 quarters. The position peaked at $3.76M in Q3 2013. 369 funds tracked by Wall St. Rank hold IWN as of Q4 2013.

  • New England Investment & Retirement Group reported no remaining iShares Russell 2000 Value ETF position as of Q4 2013 after selling out during the quarter.
  • New England Investment & Retirement Group sold 41,014 iShares Russell 2000 Value ETF shares in Q4 2013, an estimated $3.76M.
  • New England Investment & Retirement Group first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and held it in 2 quarters.
  • New England Investment & Retirement Group's iShares Russell 2000 Value ETF position peaked at $3.76M in Q3 2013.
  • 369 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2013.

Based on New England Investment & Retirement Group's 13F filing for Q4 2013, filed 14 Feb 2014.