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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

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 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 $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return