Psagot Value Holdings’s iShares Russell 2000 Value ETF IWN Stock Holding History

Psagot Value Holdings’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
2017 Q2	–	Sell	-200	Closed	-$24K	–	333
2017 Q1	$24K	Buy	+200	New	+$23.7K	﹤0.01%	290
2016 Q3	–	Sell	-4,000	Closed	-$389K	–	381
2016 Q2	$389K	Hold	4,000	–	–	0.02%	178
2016 Q1	$373K	Buy	4,000 +3,200	+400%	+$278K	0.02%	213
2015 Q4	$74K	Sell	800 -34,134	-98%	-$3.24M	﹤0.01%	303
2015 Q3	$3.15M	Sell	34,934 -2,200	-6%	-$211K	0.11%	109
2015 Q2	$3.79M	Sell	37,134 -7,264	-16%	-$748K	0.12%	102
2015 Q1	$4.58M	Buy	44,398 +500	+1%	+$50.4K	0.14%	91
2014 Q4	$4.46M	Buy	43,898 +1,000	+2%	+$98K	0.15%	83
2014 Q3	$4.01M	Sell	42,898 -1,982	-4%	-$196K	0.13%	82
2014 Q2	$4.63M	Hold	44,880	–	–	0.15%	79
2014 Q1	$4.53M	Sell	44,880 -4,504	-9%	-$444K	0.15%	82
2013 Q4	$4.91M	Sell	49,384 -545	-1%	-$52.1K	0.17%	76
2013 Q3	$4.58M	Sell	49,929 -14,779	-23%	-$1.33M	0.17%	76
2013 Q2	$5.56M	Buy	+64,708	New	+$5.48M	0.24%	68

Other funds holding IWN

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Psagot Value Holdings's IWN Position: Q2 2017 in Review

Psagot Value Holdings sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2017, closing a stake of 200 shares — an estimated $24K sold.

Psagot Value Holdings first reported a position in IWN in Q2 2013 and held it in 14 quarters. The position peaked at $5.56M in Q2 2013. 527 funds tracked by Wall St. Rank hold IWN as of Q2 2017.

Psagot Value Holdings reported no remaining iShares Russell 2000 Value ETF position as of Q2 2017 after selling out during the quarter.
Psagot Value Holdings sold 200 iShares Russell 2000 Value ETF shares in Q2 2017, an estimated $24K.
Psagot Value Holdings first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and held it in 14 quarters.
Psagot Value Holdings's iShares Russell 2000 Value ETF position peaked at $5.56M in Q2 2013.
527 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2017.

Based on Psagot Value Holdings's 13F filing for Q2 2017, filed 15 Aug 2017.