PI
IWN icon

Parkside Investments’s iShares Russell 2000 Value ETF IWN Stock Holding History

Parkside Investments’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
2020
Q1 		– Sell
-36,105
Closed -$4.64M – 112
2019
Q4 		$4.64M Sell
36,105
-5
-0% -$618 1.13% 33
2019
Q3 		$4.31M Sell
36,110
-210
-0.6% -$24.8K 1.15% 28
2019
Q2 		$4.38M Sell
36,320
-825
-2% -$99.6K 1.14% 30
2019
Q1 		$4.45M Sell
37,145
-190
-0.5% -$22.7K 1.21% 28
2018
Q4 		$4.01M Buy
+37,335
New +$4.49M 1.74% 12

Other funds holding IWN

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Parkside Investments's IWN Position: Q1 2020 in Review

Parkside Investments sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2020, closing a stake of 36,105 shares — an estimated $4.64M sold.

Parkside Investments first reported a position in IWN in Q4 2018 and held it in 5 quarters. The position peaked at $4.64M in Q4 2019. 666 funds tracked by Wall St. Rank hold IWN as of Q1 2020.

  • Parkside Investments reported no remaining iShares Russell 2000 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Parkside Investments sold 36,105 iShares Russell 2000 Value ETF shares in Q1 2020, an estimated $4.64M.
  • Parkside Investments first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and held it in 5 quarters.
  • Parkside Investments's iShares Russell 2000 Value ETF position peaked at $4.64M in Q4 2019.
  • 666 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2020.

Based on Parkside Investments's 13F filing for Q1 2020, filed 21 Apr 2020.