PCM
IWN icon

Prelude Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Prelude Capital Management’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
Q4 		– Sell
-1,234
Closed -$147K – 2081
2019
Q3 		$147K Buy
+1,234
New +$146K 0.01% 836
2014
Q1 		– Sell
-4,750
Closed -$473K – 1997
2013
Q4 		$473K Buy
+4,750
New +$454K 0.08% 365

Other funds holding IWN

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prelude Capital Management's IWN Position: Q4 2019 in Review

Prelude Capital Management sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2019, closing a stake of 1,234 shares — an estimated $147K sold.

Prelude Capital Management first reported a position in IWN in Q4 2013 and held it in 2 quarters. The position peaked at $473K in Q4 2013. 740 funds tracked by Wall St. Rank hold IWN as of Q4 2019.

  • Prelude Capital Management reported no remaining iShares Russell 2000 Value ETF position as of Q4 2019 after selling out during the quarter.
  • Prelude Capital Management sold 1,234 iShares Russell 2000 Value ETF shares in Q4 2019, an estimated $147K.
  • Prelude Capital Management first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and held it in 2 quarters.
  • Prelude Capital Management's iShares Russell 2000 Value ETF position peaked at $473K in Q4 2013.
  • 740 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2019.

Based on Prelude Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.