Raab & Moskowitz Asset Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Raab & Moskowitz Asset 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
2020 Q1	–	Sell	-424	Closed	-$54K	–	331
2019 Q4	$54K	Buy	+424	New	+$52.4K	0.02%	244
2018 Q4	–	Sell	-424	Closed	-$56K	–	336
2018 Q3	$56K	Buy	+424	New	+$57.1K	0.02%	250
2015 Q1	–	Sell	-99	Closed	-$10K	–	253
2014 Q4	$10K	Buy	+99	New	+$9.7K	0.01%	330

Other funds holding IWN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raab & Moskowitz Asset Management's IWN Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2020, closing a stake of 424 shares — an estimated $54K sold.

Raab & Moskowitz Asset Management first reported a position in IWN in Q4 2014 and held it in 3 quarters. The position peaked at $56K in Q3 2018. 665 funds tracked by Wall St. Rank hold IWN as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 424 iShares Russell 2000 Value ETF shares in Q1 2020, an estimated $54K.
Raab & Moskowitz Asset Management first reported a position in iShares Russell 2000 Value ETF in Q4 2014 and held it in 3 quarters.
Raab & Moskowitz Asset Management's iShares Russell 2000 Value ETF position peaked at $56K in Q3 2018.
665 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.