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Proffitt & Goodson’s iShares Russell 2000 Value ETF IWN Stock Holding History

Proffitt & Goodson’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
Q1 		– Sell
-52
Closed -$6K – 218
2018
Q4 		$6K Buy
+52
New +$6.26K ﹤0.01% 133

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Proffitt & Goodson's IWN Position: Q1 2019 in Review

Proffitt & Goodson sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2019, closing a stake of 52 shares — an estimated $6K sold.

Proffitt & Goodson first reported a position in IWN in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 675 funds tracked by Wall St. Rank hold IWN as of Q1 2019.

  • Proffitt & Goodson reported no remaining iShares Russell 2000 Value ETF position as of Q1 2019 after selling out during the quarter.
  • Proffitt & Goodson sold 52 iShares Russell 2000 Value ETF shares in Q1 2019, an estimated $6K.
  • Proffitt & Goodson first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and held it in 1 quarter.
  • Proffitt & Goodson's iShares Russell 2000 Value ETF position peaked at $6K in Q4 2018.
  • 675 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2019.

Based on Proffitt & Goodson's 13F filing for Q1 2019, filed 18 Apr 2019.