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Pecaut & Co’s iShares Russell 2000 Value ETF IWN Stock Holding History

Pecaut & Co’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
Q1 		– Sell
-545
Closed -$59K – 74
2018
Q4 		$59K Sell
545
-540
-50% -$65K 0.05% 59
2018
Q3 		$144K Buy
+1,085
New +$146K 0.1% 61

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pecaut & Co's IWN Position: Q1 2019 in Review

Pecaut & Co sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2019, closing a stake of 545 shares — an estimated $59K sold.

Pecaut & Co first reported a position in IWN in Q3 2018 and held it in 2 quarters. The position peaked at $144K in Q3 2018. 675 funds tracked by Wall St. Rank hold IWN as of Q1 2019.

  • Pecaut & Co reported no remaining iShares Russell 2000 Value ETF position as of Q1 2019 after selling out during the quarter.
  • Pecaut & Co sold 545 iShares Russell 2000 Value ETF shares in Q1 2019, an estimated $59K.
  • Pecaut & Co first reported a position in iShares Russell 2000 Value ETF in Q3 2018 and held it in 2 quarters.
  • Pecaut & Co's iShares Russell 2000 Value ETF position peaked at $144K in Q3 2018.
  • 675 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2019.

Based on Pecaut & Co's 13F filing for Q1 2019, filed 8 May 2019.