Peddock Capital Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Peddock Capital Advisors’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	-47	Closed	-$6K	–	172
2019 Q4	$6K	Buy	+47	New	+$5.81K	﹤0.01%	229
2019 Q2	–	Sell	-47	Closed	-$6K	–	169
2019 Q1	$6K	Hold	47	–	–	﹤0.01%	227
2018 Q4	$5K	Hold	47	–	–	﹤0.01%	236
2018 Q3	$6K	Hold	47	–	–	﹤0.01%	236
2018 Q2	$6K	Buy	+47	New	+$6.06K	﹤0.01%	233

Other funds holding IWN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Peddock Capital Advisors's IWN Position: Q1 2020 in Review

Peddock Capital Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2020, closing a stake of 47 shares — an estimated $6K sold.

Peddock Capital Advisors first reported a position in IWN in Q2 2018 and held it in 5 quarters. The position peaked at $6K in Q4 2019. 665 funds tracked by Wall St. Rank hold IWN as of Q1 2020.

Peddock Capital Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2020 after selling out during the quarter.
Peddock Capital Advisors sold 47 iShares Russell 2000 Value ETF shares in Q1 2020, an estimated $6K.
Peddock Capital Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2018 and held it in 5 quarters.
Peddock Capital Advisors's iShares Russell 2000 Value ETF position peaked at $6K in Q4 2019.
665 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2020.

Based on Peddock Capital Advisors's 13F filing for Q1 2020, filed 13 May 2020.