Private Management Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Private Management 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
2020 Q1	–	Sell	-3,610	Closed	-$464K	–	129
2019 Q4	$464K	Hold	3,610	–	–	0.02%	113
2019 Q3	$431K	Hold	3,610	–	–	0.02%	112
2019 Q2	$435K	Hold	3,610	–	–	0.02%	114
2019 Q1	$433K	Hold	3,610	–	–	0.02%	112
2018 Q4	$388K	Hold	3,610	–	–	0.02%	109
2018 Q3	$480K	Buy	+3,610	New	+$486K	0.02%	109

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 22.96% 1-Year Est. Return

Private Management Group's IWN Position: Q1 2020 in Review

Private Management Group sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2020, closing a stake of 3,610 shares — an estimated $464K sold.

Private Management Group first reported a position in IWN in Q3 2018 and held it in 6 quarters. The position peaked at $480K in Q3 2018. 665 funds tracked by Wall St. Rank hold IWN as of Q1 2020.

Private Management Group reported no remaining iShares Russell 2000 Value ETF position as of Q1 2020 after selling out during the quarter.
Private Management Group sold 3,610 iShares Russell 2000 Value ETF shares in Q1 2020, an estimated $464K.
Private Management Group first reported a position in iShares Russell 2000 Value ETF in Q3 2018 and held it in 6 quarters.
Private Management Group's iShares Russell 2000 Value ETF position peaked at $480K in Q3 2018.
665 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2020.

Based on Private Management Group's 13F filing for Q1 2020, filed 13 May 2020.