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Piershale Financial Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Piershale Financial 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
2016
Q4 		– Sell
-109,943
Closed -$11.5M – 73
2016
Q3 		$11.5M Sell
109,943
-77,699
-41% -$7.96M 8.76% 5
2016
Q2 		$18.3M Buy
+187,642
New +$17.9M 13.53% 4

Other funds holding IWN

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Piershale Financial Group's IWN Position: Q4 2016 in Review

Piershale Financial Group sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2016, closing a stake of 109,943 shares — an estimated $11.5M sold.

Piershale Financial Group first reported a position in IWN in Q2 2016 and held it in 2 quarters. The position peaked at $18.3M in Q2 2016. 560 funds tracked by Wall St. Rank hold IWN as of Q4 2016.

  • Piershale Financial Group reported no remaining iShares Russell 2000 Value ETF position as of Q4 2016 after selling out during the quarter.
  • Piershale Financial Group sold 109,943 iShares Russell 2000 Value ETF shares in Q4 2016, an estimated $11.5M.
  • Piershale Financial Group first reported a position in iShares Russell 2000 Value ETF in Q2 2016 and held it in 2 quarters.
  • Piershale Financial Group's iShares Russell 2000 Value ETF position peaked at $18.3M in Q2 2016.
  • 560 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2016.

Based on Piershale Financial Group's 13F filing for Q4 2016, filed 18 Jan 2017.