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PagnatoKarp Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

PagnatoKarp Partners’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
Q4 		– Sell
-1,699
Closed -$203K – 189
2019
Q3 		$203K Buy
+1,699
New +$201K 0.04% 178
2018
Q1 		– Sell
-1,756
Closed -$221K – 140
2017
Q4 		$221K Buy
1,756
+5
+0.3% +$625 0.07% 122
2017
Q3 		$217K Buy
1,751
+8
+0.5% +$943 0.07% 128
2017
Q2 		$207K Buy
+1,743
New +$205K 0.06% 116
2017
Q1 		– Sell
-2,007
Closed -$239K – 127
2016
Q4 		$239K Buy
+2,007
New +$222K 0.07% 106

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 $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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return