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Plancorp LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History

Plancorp LLC’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
-2,119
Closed -$272K – 177
2019
Q4 		$272K Sell
2,119
-2
-0.1% -$247 0.08% 158
2019
Q3 		$253K Buy
2,121
+45
+2% +$5.32K 0.1% 152
2019
Q2 		$250K Hold
2,076
– – 0.1% 148
2019
Q1 		$249K Buy
2,076
+169
+9% +$20.2K 0.09% 155
2018
Q4 		$205K Sell
1,907
-412
-18% -$49.6K 0.09% 149
2018
Q3 		$308K Buy
+2,319
New +$312K 0.12% 126
2015
Q2 		– Sell
-2,635
Closed -$272K – 91
2015
Q1 		$272K Buy
+2,635
New +$266K 0.27% 75

Other funds holding IWN

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Plancorp LLC's IWN Position: Q1 2020 in Review

Plancorp LLC sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2020, closing a stake of 2,119 shares — an estimated $272K sold.

Plancorp LLC first reported a position in IWN in Q1 2015 and held it in 7 quarters. The position peaked at $308K in Q3 2018. 665 funds tracked by Wall St. Rank hold IWN as of Q1 2020.

  • Plancorp LLC reported no remaining iShares Russell 2000 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Plancorp LLC sold 2,119 iShares Russell 2000 Value ETF shares in Q1 2020, an estimated $272K.
  • Plancorp LLC first reported a position in iShares Russell 2000 Value ETF in Q1 2015 and held it in 7 quarters.
  • Plancorp LLC's iShares Russell 2000 Value ETF position peaked at $308K in Q3 2018.
  • 665 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2020.

Based on Plancorp LLC's 13F filing for Q1 2020, filed 14 May 2020.