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Robert N. Shapiro’s iShares Russell 2000 Value ETF IWN Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$71K Sell
700
-765
-52% -$75K 0.01% 403
2014
Q3 		$137K Hold
1,465
– – 0.03% 330
2014
Q2 		$151K Hold
1,465
– – 0.03% 312
2014
Q1 		$148K Hold
1,465
– – 0.03% 308
2013
Q4 		$146K Hold
1,465
– – 0.03% 312
2013
Q3 		$134K Sell
1,465
-700
-32% -$63.1K 0.02% 341
2013
Q2 		$186K Buy
+2,165
New +$183K 0.04% 270

Other funds holding IWN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Robert N. Shapiro's IWN Position: Q4 2014 in Review

Robert N. Shapiro reduced its iShares Russell 2000 Value ETF (IWN) stake by 52% in Q4 2014, selling an estimated $75K and leaving 700 shares worth $71K. The position accounts for 0.01% of the portfolio, ranked #403.

Robert N. Shapiro first reported a position in IWN in Q2 2013 and has held it in 7 quarters since. The position peaked at $186K in Q2 2013. 403 funds tracked by Wall St. Rank hold IWN as of Q4 2014.

  • Robert N. Shapiro held 700 shares of iShares Russell 2000 Value ETF worth $71K as of Q4 2014.
  • Robert N. Shapiro sold 765 iShares Russell 2000 Value ETF shares in Q4 2014, an estimated $75K.
  • iShares Russell 2000 Value ETF made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #403 holding.
  • Robert N. Shapiro first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's iShares Russell 2000 Value ETF position peaked at $186K in Q2 2013.
  • 403 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.