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Rockefeller Financial Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Rockefeller Financial Services’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
Q1 		– Sell
-56
Closed -$7K – 482
2016
Q4 		$7K Hold
56
– – ﹤0.01% 476
2016
Q3 		$6K Hold
56
– – ﹤0.01% 437
2016
Q2 		$5K Hold
56
– – ﹤0.01% 450
2016
Q1 		$5K Hold
56
– – ﹤0.01% 564
2015
Q4 		$5K Buy
+56
New +$5.32K ﹤0.01% 508

Other funds holding IWN

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Rockefeller Financial Services's IWN Position: Q1 2017 in Review

Rockefeller Financial Services sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2017, closing a stake of 56 shares — an estimated $7K sold.

Rockefeller Financial Services first reported a position in IWN in Q4 2015 and held it in 5 quarters. The position peaked at $7K in Q4 2016. 544 funds tracked by Wall St. Rank hold IWN as of Q1 2017.

  • Rockefeller Financial Services reported no remaining iShares Russell 2000 Value ETF position as of Q1 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 56 iShares Russell 2000 Value ETF shares in Q1 2017, an estimated $7K.
  • Rockefeller Financial Services first reported a position in iShares Russell 2000 Value ETF in Q4 2015 and held it in 5 quarters.
  • Rockefeller Financial Services's iShares Russell 2000 Value ETF position peaked at $7K in Q4 2016.
  • 544 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2017.

Based on Rockefeller Financial Services's 13F filing for Q1 2017, filed 28 Apr 2017.